Integrations Keap Max Classic Iterate
Keap Max Classic + Iterate
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Supported Triggers & Actions

Everything you can automate between Keap Max Classic and Iterate.

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact Created

New Contact Created

Runs when new contact created

New Company Is Added

New Company Is Added

Runs when new company is added

Company Is Updated

Company Is Updated

Runs when company is updated

When a survey question is answered

When a survey question is answered

Runs the workflow automatically whenever a question in the selected survey is answered.

When a survey response is submitted

When a survey response is submitted

Runs the workflow automatically when a respondent finishes the survey and their complete set of answers is submitted.

Request a new Trigger for Keap Max Classic

Do thisActions

Action is the task that follows automatically within your Keap Max Classic integrations.

Add or Update Contact

Add or Update Contact

Create or update a contact

List Contacts

List Contacts

Retrieve contacts by filters

Create Company

Create Company

Create a company record

Add Note to Contact

Add Note to Contact

Add a note to a contact

List Companies

List Companies

Retrieve companies

Add User to Survey

Add User to Survey

Add user to a survey

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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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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Integrations Iterate
Iterate + Keap Max Classic
Iterate logo

About Iterate

Iterate helps teams collect customer feedback and insights through targeted surveys and forms.

Learn more

Frequently Asked Questions

How do I connect Keap Max Classic and Iterate?

Sign up for a free viaSocket account, then authorize both your Keap Max Classic and Iterate 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Keap Max Classic and Iterate as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Keap Max Classic to Iterate?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Iterate. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Keap Max Classic triggers actions in Iterate, and a separate workflow where Iterate triggers actions in Keap Max Classic. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Keap Max Classic and Iterate. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Keap Max Classic and Iterate integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.