How to connect Keep In Touch + Week Plan
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- New ContactTriggers when a new Contact is created.Trigger
- New DealAdds a deal to the database via an http form post. A successful post will return a success message and the dealid for the new contact.Trigger
- Add DealAdds a new deal to Keep In Touch.Action
- Create ContactAdds a contact to the database.Action
- Delete ContactDelete a contact.Action
- Delete Contact by EmailDelete a contact by email address.Action
- Get DealsLists Deals for an account based on information sent via an http form post.Action
- New Contact NoteUpdate a contact in the database.Action
- Keep In Touch
Set the opt in Status of an email address. You cannot overwrite an email address already marked as Spam, Opt Out or Bounce.
Scheduled
Action
- Keep In Touch
Run an Action Set on a contact in the database.
Scheduled
Action
- Keep In Touch
Assign an Autoresponder to a contact in the database (the contact must be opted in before an Autoresponder can be assigned).
Scheduled
Action
- Keep In Touch
Update a contact in the database via an http form post.
Scheduled
Action
- Keep In Touch
Update a contact's flags in the database.
Scheduled
Action
- Keep In Touch
Assign an To-Do Plan to a contact in the database via an http form post.
Scheduled
Action
- Week Plan
When a task is marked as completed.
Scheduled
Trigger
- Week Plan
New Journal Entry in Week Plan.
Scheduled
Trigger
- Week Plan
Triggers when a new role is created.
Scheduled
Trigger
- Week Plan
Triggers when a new task is created in the workspace.
Scheduled
Trigger
- Week Plan
Creates a new role.
Scheduled
Action
- Week Plan
Create a new journal entry in Week Plan.
Scheduled
Action
- Week Plan
Create a new journal log in Week Plan.
Scheduled
Action
- Week Plan
Create a new task in Week Plan.
Scheduled
Action
- Week Plan
Finds an existing role.
Scheduled
Action
- Week Plan
Find or Create Role
Scheduled
Action
How Keep In Touch + Week Plan Integrations Work
- Step 1: Authenticate Keep In Touch and Week Plan.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.
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