Create Qwilr projects for new Keap Max Classic opportunities
Make sure deals are worked on as fast as possible by automating your workflow. This automation creates and pre-fills Qwilr templates using your CRM data once a new Keap Max Classic opportunity is created. Save time from manual work, especially for highly uniform transactions and processes.
Make sure deals are worked on as fast as possible by automating your workflow. This automation creates and pre-fills Qwilr templates using your CRM data once a new Keap Max Classic opportunity is created. Save time from manual work, especially for highly uniform transactions and processes.
- When this happens...New Opportunity
Triggers when you add a new opportunity.
- automatically do this!Create Project
Creates a new 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