Grist and Keap automations

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

435 scenarios

New action sequences in keap — Records in Grist
New records in Grist — Sending emails in Keap
New records in Grist — Emails in Keap
New orders in Keap — Updating records in Grist
New form responses in Formstack — Orders in Keap
Updated records in Grist — Contacts in Keap
Updated contacts in Keap — Updating records in Grist
On a schedule — Deleting records in Grist — variant 2
New notes in Keap — Updating records in Grist
A new contact — instantly a card on your task board
New contacts in Keap — Updating records in Grist
New records in Grist — Contacts in Keap
New contacts in Keap — Subscribers in Mailchimp — variant 2
New notes in Keap — Records in Grist
New records in Grist — Uploading files in Keap — variant 2
New notifications in SurveyMonkey — Sending emails in Keap — variant 2
New companies in Affinity — Sending emails in Keap
Updated contacts in Keap — Records in Grist
New contacts in Keap — Records in Grist
Updated records in Grist — Notes in Keap
New records in Grist — Orders in Keap
New products in Keap — Records in Grist
Updated records in Grist — Updating contacts in Keap
Updated records in Grist — Emails in Keap
New attendees in eventbrite — Records in Grist — variant 2
New leads in Facebook Lead Ads — Sending emails in Keap
New emails in Keap — Records in Grist
New companies in Keap — Records in Grist
New attendees in eventbrite — Sending emails in Keap — variant 2
New contacts in Keap — Sending messages in Telegram
New Keap land in Grist by themselves
New tickets in Salesforce — Orders in Keap
New records in Grist — Products in Keap
New files in Keap — Updating records in Grist
Updated tasks in Onfleet — Records in Grist
New requests in gitlab — Orders in Keap
New form responses in JotForm — Contacts in Keap
New subscribers in Mailchimp — Records in Grist
New contacts in Keap — Records in Grist
New orders in Keap — Records in Grist
New form responses in Formstack — Records in Grist
New files in Keap — Records in Grist
Found: customers in Get Course — Records in Grist
Submissions from Formstack — an email via Keap and an alert in Telegram
Text from chat photos, straight into a sheet
New Keap contacts become records in Grist
New webinar registrants in zoom — Contacts in Keap — variant 2
New notes in Keap — Records in Grist
New Keap contacts — enriched via hunter, saved to Amo Crm and Grist
Formstack responses — a Grist record, a Mailchimp subscriber, an email via Keap
Orders in Keap from Pipedrive deals
Pipedrive deals — a Keap contact and a Grist record
Gauging callers' mood and personalized texts through twilio
New googleDocs — narrated via openAi, saved to Keap, logged in Grist
Form submissions into a sheet and support
An invoice in Grist from a Typeform submission
Data shaped to the table format — prepared automatically before writing
A website lead: to the team chat, into a sheet, with an email to the client
Scenario failure alerts — to your messenger, inbox and a log
Website enquiry intake — a ticket log and an instant reply
The day's weather by email — with the history in a sheet
Failure alerts for your scenarios: log and email
Applicant screening with a candidate rating
Cold emails from company profiles — automatically
Meeting recordings — into your storage and a shared log
Construction site attendance with geofencing
Audio recordings turned into text — automatically
Product delivery and an upsell right after payment
Multilingual product descriptions — from the photo
A project request — turned into a proposal and emailed to the client
Products from any website — collected into a spreadsheet
Application screening: the CV read, the candidate scored and answered
A weekly store sales total in a sheet
Data from itinerary PDFs — into a spreadsheet automatically
A meaningful reply to every website lead — by email, within a minute
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
Attendance tracking with instant teacher alerts
Cleaning and standardizing CSV before import — automatically
Auto-saving reels to storage, with a log and an alert
Generating images from a description and archiving them
CRM event alerts across channels — with a log
Expense tracking from receipt photos, automatically
Form submissions straight into a table — with an automatic reply
A daily news roundup on your topic — automatically
A weekly briefing on your topic — to your inbox and knowledge base
Auto-qualifying inbound leads from a form
Workout journal with AI analysis
Images from an idea in your messenger — AI polishes the prompt
Lead scoring and routing: hot leads straight to sales
Appointment approvals in one tap, with the client's email written for you
Security alerts, triaged by priority
Invoices from email — to storage and a log automatically
Product descriptions from a form — written and translated
Receipt data into Grist — from a chat photo
AI-driven application review with instant replies
Track construction progress from site photos
Support from chat and email in one place
LinkedIn lead finding and personalized outreach
Quote requests handled — from form to client reply