Route each new order into your CRM, invoices, and mailing list

The scenario picks up each new store order and files it into your CRM, invoices, tasks, and mailing list.

  • The order lands in every service at once
  • Invoice and task created automatically
  • A coupon for big orders, thanks for the rest
  • No manual data entry
Set it upScriptera

How it works

To connect Keap and Wekan, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: order created
  2. Then: Set fields
  3. Then: Harvest
  4. Then: Trello
  5. Check: IF
  6. If yes: Gmail - coupon
  7. Then: Mailchimp
  8. If no: Gmail - thankyou
  9. Then: Zoho

You can launch this Keap + Wekan integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios