An automated workflow using zapier
Connects Keap Max Classic + Call Loop
Send Call Loop SMS messages to new tagged Infusionsoft contacts
About this workflow template
This automation scenario allows you to connect Keap Max Classic and Call Loop
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Diagram
How it works?
When this trigger fires in Keap Max Classic
Tag Added to Contact in Keap Max Classic
Triggers when a tag gets added to a contact.
Then this action happens in Call Loop
Send SMS Message in Call Loop
Send a dynamic SMS text message to a contact.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send Call Loop SMS messages to new tagged Infusionsoft contacts.
Part I
Configure Applications
First, we need to connect Keap Max Classic and Call Loop to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Connect Call Loop to Zapier.
Give Zapier access to your Call Loop account, using Call Loop credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Keap Max Classic
Choose the following trigger: Tag Added to Contact (Triggers when a tag gets added to a contact.).
Then set up an Action for Call Loop
Choose this action: Send SMS Message (Send a dynamic SMS text message to a contact.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Keap Max Classic and Call Loop.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Call Loop SMS messages to new tagged Infusionsoft contacts!
Supported triggers and actions
Tag added to contact
Triggers when a tag gets added to a contact.
triggerbyzapierNew contact
Triggers when you add a new contact.
triggerbyzapierautomateioNew invoice
Triggers when you add a new invoice.
triggerbyzapierautomateioNew opportunity
Triggers when you add a new opportunity.
triggerbyzapierautomateioNew payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
triggerbyzapierautomateioNew contact action
Triggers when you add a new action for a contact (task, note, or appointment).
triggerbyzapierautomateio
Add contact to group
Adds a contact to a Call Loop group.
actionbyzapierSend sms message
Send a dynamic SMS text message to a contact.
actionbyzapierSend trigger message (sms, voice broadcast, ringless voicemail)
Send an SMS text, voice broadcast, or ringless voicemail message to a contact.NOTE: You must first create a trigger in your group to select it from the list.
actionbyzapierCreate or update contact
Creates a contact. Can be used to update a contact too.
actionbyzapierSend sms / mms message
Sends a new SMS / MMS text message.
actionbyzapierCheck triggers
List Triggers.
triggerbyzapier
Apps you need
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