Keap Max Classic + SimpleCert
Add recipients to SimpleCert from new Keap Max Classic contacts
Set up this integration to take new contact data from Keap Max Classic and submit it to SimpleCert to generate a new certificate and email it to the recipient. Automatically add users on the fly as they are added to your CRM!
Set up this integration to take new contact data from Keap Max Classic and submit it to SimpleCert to generate a new certificate and email it to the recipient. Automatically add users on the fly as they are added to your CRM!
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Add Recipient
Use this action to add a new recipient to an existing SimpleCert project.
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New Action sequence
Triggered when a new action sequence is added.
Try ItNew Company
Triggers when you add a new company.
Try ItNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try It
