Action Network and Keap automations

Ready-made scenarios where Action Network and Keap work for you: pick one — a copy appears in your account and runs on its own.

130 scenarios

Keap customers land in your address book
New Keap contacts show up in Action Network
Copy Action Network entries into Keap
Contacts from Action Network into Keap audiences
Address-book contacts become leads in your Keap
Contacts synced into accounting
New Action Network contacts — into Keap audiences
Action Network entries — into Keap
Website leads greeted — email, CRM, team alert
Contacts from Keap — into Action Network on their own
Each person's daily meeting schedule — by email every morning
Interview scheduling and invitations — automatically
Two-way contact sync between two CRMs
Form leads straight into the CRM
Your daily meeting digest, emailed each morning
Route each new order into your CRM, invoices, and mailing list
A personal assistant in your messenger: schedule, mail, contacts
Voice support that answers and books appointments
Company news before every meeting
Lead scoring and routing: hot leads straight to sales
Bookings through a form — into the calendar, with confirmation
Property-tour booking without the back-and-forth
Leads scored and routed to a rep — straight from the form
Enriching leads with contacts — drop a sheet, get a filled CRM
Voice appointment reminders for clients
Inbound leads scored, with alerts and draft replies for the hot ones
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
A prospect list with contacts — automatically
Interview tracking: reminders, statuses and emails
A study plan, already placed in your calendar
An assistant that answers clients and books appointments
A chat assistant for your calendar and email
New-lead handling: CRM entry, team alert and reminder
A morning brief from your inbox and calendar — to your messenger by 8 a.m.
One assistant for mail, social, calendar and news
A morning brief on your day and meetings
Sales insights and team alerts — from your table
A personal assistant in Telegram — by voice and text
The right offer sent right after the enquiry — with a follow-up reminder
Lead verification and CRM sync — straight from a JotForm form
Smart auto-replies to routine emails
Open-house visitors into your CRM and into an email, right after the visit
Performance reviews on schedule — reminders, meetings and statuses on their own
Pre-visit patient intake with an AI risk summary for the doctor
A personal chat assistant: email, calendar, contacts
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
A personal AI assistant in your messenger
High-value lead alerts — to chat, sheet and calendar
AI sales assistant: qualifies leads and books meetings
A full lesson pack from one form
From a meeting — ready tasks, events and notifications
A daily briefing by email: tasks and meetings in one message
Cycle tracking with morning insights — automatically
Reminders for key employee dates
Book meetings from chat with an invite
Automatic candidate screening and interview booking
A personal AI assistant with a personality
Client onboarding from an intake form — checklist, consultant and kickoff
Morning briefs for your meetings — who and where from
A brief on the counterpart's company before a call
Cold outreach with personal emails and CRM logging
Client renewal reminders — ahead of time
A morning day digest — key mail and meetings in one message
Re-engage stalled leads with a ready-made email
Intake and routing of service requests with appointment booking
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Online service booking through an AI chat
A weekly report: the week against your goals
Resume screening and interview scheduling
A week's calendar summary — by email
Answering customers and booking appointments — on their own, in DMs
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A calendar read-out and a weekly time digest
A brief on the person and their company before a call
Taking bookings in Telegram with Action Network entries
Clinic booking with confirmation and reminder
Meeting notes and delivery to attendees — automatically
No-show risk scoring with reminders matched to the risk
Supplier follow-ups on overdue orders — automatically
Automatic meeting booking for new clients
A personal chat assistant — calendar, weather, news, email
Re-engaging quiet clients — weekly, without manual tracking
Events on autopilot: registration, payment, reminders
Book meetings from a form — with calendar and video call
Client onboarding after a won deal
Interviews: invite, reminder and hiring decision in one chain
A personal assistant in your messenger: calendar, mail and notes by voice
A personal assistant in your messenger: email, calendar and tasks by voice
AI screening of meeting requests — only the meetings worth it
Meeting summaries and tasks across every channel — automatically
Call summaries, tasks and follow-ups, automatically
Tell customers their bug is fixed — the moment the issue closes
Pre-procedure checklists for patients — with confirmation and follow-up
A daily content plan built from fresh trends
Paid appointment booking: calendar, payment and reminder
Appointment booking without the back-and-forth — slots book themselves
Website enquiries: contact, ticket and reply with no manual entry
Winning back no-shows — follow-ups and rebooking, handled