Teamwork Desk + Keap Max Classic Integrations
How to connect Teamwork Desk + Keap Max Classic
Zapier lets you send info between Teamwork Desk and Keap Max Classic automatically—no code required.
Triggers when an agent sends a new reply.
Create a new company.
New Agent ReplyTriggers when an agent sends a new reply.Trigger- New CustomerTriggers when a new customer is created.Trigger
- New Customer ReplyTriggers when a customer sends a new reply.Trigger
- Thread EditedTriggers when a thread has been edited.Trigger
- Ticket AssignedTriggers when a ticket is assigned.Trigger
- New TicketTriggers when a new ticket is created.Trigger
- New Ticket NoteTriggers when a ticket note is created.Trigger
- Ticket UnassignedTriggers when a ticket is unassigned.Trigger
- Teamwork Desk
Add a reply to a ticket.
Scheduled
Action
- Teamwork Desk
Assigns ticket to the specified user.
Scheduled
Action
- Teamwork Desk
Creates a new customer.
Scheduled
Action
- Teamwork Desk
Creates a new ticket.
Scheduled
Action
- Teamwork Desk
Links a Teamwork Projects task to a ticket.
Scheduled
Action
- Teamwork Desk
Unassigns a ticket.
Scheduled
Action
- Teamwork Desk
Updates an existing customer.
Scheduled
Action
- Teamwork Desk
Updates an existing ticket.
Scheduled
Action
- Teamwork Desk
Find an existing customer by name or email address.
Scheduled
Action
- Teamwork Desk
Finds an existing ticket by ticket ID or keyword search.
Scheduled
Action
- Teamwork Desk
Find or Create Customer
Scheduled
Action
- Teamwork Desk
Find or Create Ticket
Scheduled
Action
- Keap Max Classic
Triggered when a new action sequence is added.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new affiliate.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new company.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new contact.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new action for a contact (task, note, or appointment).
Scheduled
Trigger
- Keap Max Classic
Triggers when a tag gets added to a contact.
Instant
Trigger
- Keap Max Classic
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new expense for an opportunity or leadsource.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new invoice.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new opportunity.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new product.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact subscribes to plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact unsubscribes from plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new subscription plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new tag.
Scheduled
Trigger
- Keap Max Classic
Create a new company.
Scheduled
Action
- Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
Scheduled
Action
- Keap Max Classic
Applies a tag to an existing contact.
Scheduled
Action
- Keap Max Classic
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Scheduled
Action
- Keap Max Classic
Creates a note on an existing contact
Scheduled
Action
- Keap Max Classic
Creates a new order.
Scheduled
Action
- Keap Max Classic
Create a new Product.
Scheduled
Action
- Keap Max Classic
Updates an existing contact.
Scheduled
Action
- Keap Max Classic
Find a Contact by their Email Address or Username.
Scheduled
Action
- Keap Max Classic
Find an Invoice by specifying a Contact and Invoice details.
Scheduled
Action
- Keap Max Classic
Finds or creates a specific contact.
Scheduled
Action
How Teamwork Desk + Keap Max Classic Integrations Work
- Step 1: Authenticate Teamwork Desk + Keap Max Classic.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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