How to connect Keap Max Classic + Smartsheet
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New Action sequence
Triggered when a new action sequence is added.Try ItTriggerScheduled
Triggers when you add a new company.Try ItTriggerScheduled
New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).Try ItTriggerScheduled
Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.Try ItTriggerScheduled
- Step 1: Authenticate Keap Max Classic and Smartsheet.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.