1.Detect contact added to group
Integrate Keap, contact-group tools, and CRM data to retrieve the contact record and purchase context for the invite.
Add newly purchased students to course community access
Automatically monitor contact added to configured contact group across Keap and Skool. Create and update when invites send successfullyβso you can invite students, update invite status, and track onboarding without manual onboarding tracking.
How this automation accelerates your course onboarding
When contact is added to configured contact group, onboarding can lag and coordinators lose visibility. This automation retrieves purchase context, invites members to the selected course community, and updates invite statusβso your team can track onboarding progress.
Keapor swap with your favorite app
2.Invite member to course community
Integrate Skool and community onboarding tools to send the invite email and map the buyer to the course enrollment.
Skoolor swap with your favorite app
3.Update contact invite status
Integrate Keap and onboarding tracking tools to update the configured status field when the community invite is sent.
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Accelerate student enrollment with automated application routing, record updates, and enrollment confirmations
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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