Connect KanbanFlow and Keap Max Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Is Created
Task Is Moved
Choose an Action
Automatically do this!
Add or Update Contact
List Contacts
Create Company
Add Note to Contact
List Companies
Ready to use KanbanFlow and Keap Max Classic automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
New Contact Created
Runs when new contact created
New Company Is Added
Runs when new company is added
Company Is Updated
Runs when company is updated
Do thisActions
Action is the task that follows automatically within your KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
Add or Update Contact
Create or update a contact
List Contacts
Retrieve contacts by filters
Create Company
Create a company record
Add Note to Contact
Add a note to a contact
List Companies
Retrieve companies
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Frequently Asked Questions
To start, connect both your KanbanFlow and Keap Max Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in Keap Max Classic (or vice versa).
Absolutely. You can customize how KanbanFlow data is recorded in Keap Max Classic. This includes choosing which data fields go into which fields of Keap Max Classic, setting up custom formats, and filtering out unwanted information.
The data sync between KanbanFlow and Keap Max Classic typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between KanbanFlow and Keap Max Classic. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
Learn MoreAbout 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.
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