Integrate Keap Max Classic and Dev LoanOfficerAI with viaSocket
Keap Max Classic already connects with hundreds of apps. Dev LoanOfficerAI's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between Keap Max Classic and Dev LoanOfficerAI.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Keap Max Classic integrations.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About Dev LoanOfficerAI
Loan Officer.ai CRM will help you manage every front of your mortgage business and grow like never before - without the stress.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Keap Max Classic and Dev LoanOfficerAI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Keap Max Classic and Dev LoanOfficerAI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Dev LoanOfficerAI. No coding required.
Yes. You can set up a workflow where Keap Max Classic triggers actions in Dev LoanOfficerAI, and a separate workflow where Dev LoanOfficerAI triggers actions in Keap Max Classic. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Keap Max Classic and Dev LoanOfficerAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Keap Max Classic and Dev LoanOfficerAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
