FuseDesk + Keap Max Classic
Create FuseDesk cases to welcome customers when new tags are added to contacts in Keap Max Classic
When a new contact is tagged in Infusionsoft (Keap Max Classic), a case will be created in FuseDesk to call and welcome the customer.
When a new contact is tagged in Infusionsoft (Keap Max Classic), a case will be created in FuseDesk to call and welcome the customer.
New Action sequenceTriggered when a new action sequence is added.Trigger- New AffiliateTriggers when you add a new affiliate.Trigger
- New CompanyTriggers when you add a new company.Trigger
- New ContactTriggers when you add a new contact.Trigger
- New Contact ActionTriggers when you add a new action for a contact (task, note, or appointment).Trigger
- Tag Added to ContactTriggers when a tag gets added to a contact.Trigger
- Credit Card ChargeTriggers when a credit card charge is processed from Infusionsoft through a merchant account.Trigger
- New ExpenseTriggers when you add a new expense for an opportunity or leadsource.Trigger
- Keap Max Classic
Triggers when you add a new invoice.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new opportunity.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new product.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact subscribes to plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact unsubscribes from plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new subscription plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new tag.
Scheduled
Trigger
- Keap Max Classic
Create a new company.
Scheduled
Action
- Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
Scheduled
Action
- Keap Max Classic
Applies a tag to an existing contact.
Scheduled
Action
- Keap Max Classic
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Scheduled
Action
- Keap Max Classic
Creates a note on an existing contact
Scheduled
Action
- Keap Max Classic
Creates a new order.
Scheduled
Action
- Keap Max Classic
Create a new Product.
Scheduled
Action
- Keap Max Classic
Updates an existing contact.
Scheduled
Action
- Keap Max Classic
Find a Contact by their Email Address or Username.
Scheduled
Action
- Keap Max Classic
Find an Invoice by specifying a Contact and Invoice details.
Scheduled
Action
- Keap Max Classic
Finds or creates a specific contact.
Scheduled
Action
- FuseDesk
Triggers when a FuseDesk case has been resolved and marked as Closed
Instant
Trigger
- FuseDesk
Triggers when a new FuseDesk case is created.
Instant
Trigger
- FuseDesk
Triggers when a new contact is created in FuseDesk
Instant
Trigger
- FuseDesk
Triggers when a contact is updated in FuseDesk
Instant
Trigger
- FuseDesk
Triggers when a Department is Added.
Instant
Trigger
- FuseDesk
Triggers when a rep is added to FuseDesk.
Instant
Trigger
- FuseDesk
Create a new FuseDesk Case
Scheduled
Action
- FuseDesk
Updated an existing FuseDesk Case
Scheduled
Action
- FuseDesk
Creates a Contact
Scheduled
Action
- FuseDesk
Updates a Contact
Scheduled
Action
- FuseDesk
Finds an existing Case in FuseDesk
Scheduled
Action
- FuseDesk
Finds a Contact
Scheduled
Action
- FuseDesk
Finds a Case Tag in FuseDesk
Scheduled
Action
- FuseDesk
Finds a Contact
Scheduled
Action
About FuseDesk
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About Keap Max Classic
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