Keap + Salesmsg Integrations

How to connect Keap + Salesmsg

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Supported triggers and actions

What does this mean?

Tag Added to Contact
Triggers when a tag is added to a contact the first time.
Trigger
Scheduled
New Contact
Triggers when a new contact is created.
Trigger
Instant
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
New Task
Triggers when a new task is created.
Trigger
Instant
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Keap
Creates a Company
Scheduled
Action
Keap
Creates a new invoice
Scheduled
Action
Keap
Creates a new note on a contact record
Scheduled
Action
Keap
Creates a new task on a contact
Scheduled
Action
Keap
Add a product to an already existing Invoice
Scheduled
Action
Keap
Apply tags to a contact.
Scheduled
Action
Keap
Creates a new contact or updates an existing contact.
Scheduled
Action
Keap
Find a Contact.
Scheduled
Action
Keap
Search for a company by name
Scheduled
Action
Keap
Search for a company by name
Scheduled
Action
Salesmsg
Triggers when a contact has opted out or unsubscribed.
Instant
Trigger
Salesmsg
Triggers when a new text message is received.
Instant
Trigger
Salesmsg
Triggers when a new text message is sent.
Instant
Trigger
Salesmsg
Triggers when you add a new contact.
Instant
Trigger
Salesmsg
Triggers when an incoming phone call is missed.
Instant
Trigger
Salesmsg
Triggers when a phone call is received.
Instant
Trigger
Salesmsg
Triggers when a tag gets added to a contact
Instant
Trigger
Salesmsg
Applies a tag to an existing contact.
Scheduled
Action
Salesmsg
Creates a new note on a contact record.
Scheduled
Action
Salesmsg
Creates a contact. Can be used to update a contact too.
Scheduled
Action
Salesmsg
Creates and sends a group SMS to a group of contacts. (All contacts will see each others messages.)
Scheduled
Action
Salesmsg
Identifies the number's carrier and what type of phone it is (landline, mobile, VoIP, or null).
Scheduled
Action
Salesmsg
Removes a tag from a contact if they have it.
Scheduled
Action
Salesmsg
Sends a new SMS or MMS text message.
Scheduled
Action
Salesmsg
Unsubscribes a contact.
Scheduled
Action
Salesmsg
Finds a person by first name, last name, email, or phone number.
Scheduled
Action
Salesmsg
Finds a Salesmsg user by first name, last name, email, or phone number.
Scheduled
Action
Salesmsg
Finds a person by first name, last name, email, or phone number.
Scheduled
Action

How Keap + Salesmsg Integrations Work

Step 1: Authenticate Keap and Salesmsg.
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.