Keap Max Classic + Mobile Text Alerts

Send a Text Message to New Infusionsoft Customers

When this happens
Step 1: New Contact
Then do this
Step 2: Send Message

Don't miss an opportunity to say hello. Welcome new customers via text messages that have been added as new contacts in your Infusionsoft account.

Try this template

Supported triggers and actions

What does this mean?

New Action sequence
Triggered when a new action sequence is added.
Trigger
Scheduled
New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
New Company
Triggers when you add a new company.
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Trigger
Scheduled

Tag Added to Contact
Triggers when a tag gets added to a contact.
Trigger
Instant
Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Trigger
Scheduled

New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Trigger
Scheduled

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
Mobile Text Alerts
Adds a subscriber.
Scheduled
Action
Mobile Text Alerts
Puts a phone number that has been previously added to a group.
Scheduled
Action
Mobile Text Alerts
This will delete all scheduled messages for a number.
Scheduled
Action
Mobile Text Alerts
Removes a subscriber from a group.
Scheduled
Action
Mobile Text Alerts
Sends a message.
Scheduled
Action
Mobile Text Alerts
Sends a message with a unique link at the end.
Scheduled
Action

About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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