Wufoo + Zendesk + Keap Max Classic Integrations
How to connect Wufoo + Zendesk + Keap Max Classic
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Do even more with Wufoo + Zendesk + Keap Max Classic
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Wufoo, Zendesk, and Keap Max Classic. And don’t forget that you can add more apps and actions to create complex workflows.
FormRequired
Choose the form you'd like to watch for new entries.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Form
Triggers when you build a new form.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFormRequired
Choose the form you'd like to watch for new entries.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Form HashRequired
Choose the form you'd like to send this new entry to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Group
Triggers when a new group is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planRecent Ticket
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planViewRequired
You will need to create a descending by ID "view" in Zendesk with no grouping and select it here. Click here to learn more!
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew View
Triggers when a new view is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Collaborators
Collaborator Emails
You can add emails of non-Zendesk users here as Collaborators.
Group
Assign this ticket to a group.
Requester Name
To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.
Requester Email
To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.
First Comment/Description Format
First Comment/DescriptionRequired
Should the first comment be public?
Tags
A comma separated list of tags.
Status
Type
Due At
Only available for tickets with a Type of "task."
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
Ticket form
If selected, this will set the form to render for this ticket. Note: this is only applicable for Zendesk enterprise accounts.
Sharing Agreements
Brand
Note: Only for Zendesk customers on plans with multi-brand support. More info here
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
New comment to add to the ticket.
Should the comment be public?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Choose which organization to update. Looked up by ID.
Name
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
Options: "true" or "false". End users in this organization are able to see each others tickets.
Shared Comments
Options: "true" or "false". End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Choose which user to update. Looked up by ID.
Name
Email
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Write a search string to determine how we'll look up the agent in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the user in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit the Zendesk docs.
SubjectRequired
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Collaborators
Collaborator Emails
You can add emails of non-Zendesk users here as Collaborators.
Group
Assign this ticket to a group.
Requester Name
To set the Requester, you must specify the Requester Name in this field AND the Requestor Email in the next field.
Requester Email
To set the Requester, you must specify the Requester Email in this field AND the Requestor Name in the previous field.
First Comment/Description Format
First Comment/DescriptionRequired
Should the first comment be public?
Tags
A comma separated list of tags.
Status
Type
Due At
Only available for tickets with a Type of "task."
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
Ticket form
If selected, this will set the form to render for this ticket. Note: this is only applicable for Zendesk enterprise accounts.
Sharing Agreements
Brand
Note: Only for Zendesk customers on plans with multi-brand support. More info here
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Action sequence
Triggered when a new action sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when you add a new company.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when you add a new product.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProduct
If you do not choose a product, this zap will trigger on cancelled subscriptions for any product.
Subscription Plan
If you do not choose a subscription plan, this zap will trigger on cancelled subscriptions for any plan. Note: You must select a product to filter by subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Tag
Triggers when you add a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmailRequired
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacts
Choose contacts who this email will be sent to.
From Address
Usually used as a "reply to" address.
To Address
Typically you want to leave the default, "~Contact.Email~" which will use the Contact merge field to fill in from each contact selected above.
CC Addresses
Who to CC on the email.
BCC Addresses
Who to CC on the email.
Content Type
Choose "HTML" if you include an HTML Body above, else choose "Text".
Subject
Subject of the email being sent.
HTML Body
The HTML content of the body of the email being sent.
Text Body
The Plain Text content of the body of the email being sent.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Product
Select a Product and/or a Subscription Plan in the field below.
Subscription Plan
Select a Subscription Plan and/or a Product in the field above.
Promo Code
Lead AffiliateRequired
Sale AffiliateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Email
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Description
Invoice Total
Total Due
Total Paid
ActionThis is an event a Zap performs.SearchFind existing data in your app
Form Hash
Though not required, this will help us pull down the associated fields and more accurately parse file and date fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Form HashRequired
Choose the form you'd like to send this new entry to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Form HashRequired
Field TitleRequired
Choose the field to perform the search upon.
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Organization
Triggers when a new organization is added to Zendesk.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTicketRequired
Choose the ticket to watch for activity (audits). Shows recent tickets.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew User
Triggers when a new user is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
End users in this organization are able to see each others tickets.
Shared Comments
End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
CommentRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
TagsRequired
A list of tags to add to the ticket.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Choose which ticket to update.
Subject
Assignee
Note: the assignee must be in the default group (or specific group selected below) else an error will occur.
Group
Assign this ticket to a group.
New Status
New comment to add to the ticket.
Should the first comment be public?
Tags
A comma separated list of tags.
Type
Priority
Submitter
If selected, this person will be set as the submitter of the ticket. Defaults to the Requester.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
EmailRequired
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.QueryRequired
Write a search string to determine how we'll look up the group in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the ticket in Zendesk. For more information, visit the Zendesk docs.
ActionThis is an event a Zap performs.SearchFind existing data in your appQueryRequired
Write a search string to determine how we'll look up the organization in Zendesk. For more information, visit the Zendesk docs.
NameRequired
Must be unique. Zendesk does not allow duplicate organizations with the same name.
Details
In this field you can store any details about the organization. e.g. the address
Notes
In this field you can store any notes you have about the organization.
Tags
Comma-separated list of tags you want to apply to the new organization.
Domain Names
Comma-separated list of domain names to automatically associated with this organization (format: "zapier.com, google.com").
External Id
A unique external id, you can use this to associate organizations to an external record.
Shared Tickets
End users in this organization are able to see each others tickets.
Shared Comments
End users in this organization are able to see each others comments on tickets.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundQueryRequired
Write a search string to determine how we'll look up the user in Zendesk. For more information, visit the Zendesk docs.
NameRequired
EmailRequired
Must be unique. Zendesk does not allow duplicate users with the same email address.
Details
Notes
In this field you can store any notes you have about the user.
Phone
Phone number for this user (format: +1 (555) 123-4567).
Tags
Comma-separated list of tags you want to apply to the new user.
Role
Can be one of the following: "end-user", "agent", or "admin". Defaults to "end-user" if set and not one of those values.
Organization
Assign this user to an organization.
External Id
A unique external id, you can use this to associate organizations to an external record.
Verified
Specify if you know this user is who they say they are?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Affiliate
Triggers when you add a new affiliate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTagsRequired
Select (or enter IDs of) one or more tags.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when you add a new opportunity.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProductRequired
Subscription PlanRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Subscription Plan
Triggers when you add a new subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Phone 1
Phone 1 Ext
Email
Fax 1
Street Address 1
Street Address 2
City
State
Postal Code
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
This email will be how we search for and tag an existing contact.
Tag NamesRequired
A list of tags to apply to the contact (e.x. repeat buyer, good). Tags that do not exist in Infusionsoft will be ignored.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TitleRequired
Description
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Price
Description
SKU
Stock-keeping unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
EmailRequired
Action Set/Sequence
If selected, this action set will run after the contact is made
How to check for duplicates
If enabled and a match is found, existing contact will be updated.
Opt-in
Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
First Name
Last Name
Tag Names
A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
If you have an extended zip code, put the last four digits (those after the hyphen) here.
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Wufoo + Zendesk + Keap Max Classic Integrations Work
- Step 1: Authenticate Wufoo, Zendesk, 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.
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