Teamwork Desk + Keap Max Classic Integrations

How to connect Teamwork Desk + Keap Max Classic

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Supported triggers and actions

What does this mean?

New Agent Reply
Triggers when an agent sends a new reply.
Trigger
Instant
New Customer
Triggers when a new customer is created.
Trigger
Instant
New Customer Reply
Triggers when a customer sends a new reply.
Trigger
Instant
Thread Edited
Triggers when a thread has been edited.
Trigger
Instant
Ticket Assigned
Triggers when a ticket is assigned.
Trigger
Instant
New Ticket
Triggers when a new ticket is created.
Trigger
Instant
New Ticket Note
Triggers when a ticket note is created.
Trigger
Instant
Ticket Unassigned
Triggers when a ticket is unassigned.
Trigger
Instant
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 and 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.

Connect apps

Connect Teamwork Desk + Keap Max Classic

About Teamwork Desk

Teamwork Desk makes it easy for your team to handle any customer support queries that come their way.

Learn more

Related categories

Customer Support

About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.