Keap and Nextcloud automations — Sales & Leads

Ready-made scenarios where Keap and Nextcloud work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

36 scenarios

New contacts in Keap — Users in Nextcloud
New contacts in Keap — Deleting users in Nextcloud
New Keap contacts — into Nextcloud audiences
New users in Nextcloud — Updating contacts in Keap
New users in Nextcloud — Deleting contacts in Keap
New contacts in Keap — Running apis in Nextcloud
New records in Google Sheets — Users in Nextcloud — variant 2
New users in Nextcloud — Contacts in Keap
Updated contacts in Keap — Users in Nextcloud
New form responses in Formstack — Users in Nextcloud — variant 2
New contacts in Keap — Users in Nextcloud
Contacts from Keap into Nextcloud audiences
New contacts in Keap — Users in Nextcloud
New folders in Nextcloud — Contacts in Keap
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
New client onboarding — folder, email and team, automatically
A proposal from a form lead — as a ready document and email
A personalized sales proposal from a table row, ready and sent
A proposal and payment link right after the meeting
Client onboarding from a single form: folder, contact, channel, tasks
A client proposal — assembled for you
New client onboarding — folder, tasks, channel, and email in a minute
Screening leads by criteria — with a reply to each
A card photo becomes a contact in your sheet
End-to-end client onboarding from one form
Client onboarding from a single form: project, tasks, contract, channel
Client proposals from a request — built and sent automatically
Lead qualification and client document collection — automated
Sales proposals tailored to each client — on their own
Automated cold outreach — with research on every lead
Cold outreach with email checks and anti-spam pacing
Kick off a client project the moment they pay
A full company analysis from one link — a report to your inbox
Agency client onboarding — folders, brief, and welcome email from one form
An AI assistant over your CRM in any messenger