Keap and Onfleet automations

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

70 scenarios

New CRM deal, task in your task manager
Deal moves a stage in Keap — a task appears in Onfleet
Keap submissions become tasks in Onfleet
New lead in Keap becomes a task in Onfleet
New Keap projects become tasks in Onfleet
Personal Keap tasks flow into the team Keap
A morning digest: email, news and tasks in one message
High-priority tickets alert every channel at once
A form request into a tracker issue
Support email sorts itself and becomes tasks
A daily overdue-tasks report in your inbox
The sprint report — it goes out to stakeholders on its own
All work accounts for a new hire from one form
Urgent tasks that don't stall
Turn support emails into tracker tickets automatically
Unpaid-invoice control: task and email — on their own
Candidate shortlisting, emails and screening tasks
Meeting notes — into tasks, participant emails and a summary
An invoice to the client — from one status change
Requests from Notion — into Onfleet tasks with a team notice
Tickets prioritized by importance, tasks created for you
Time-based invoices and missing-hours reminders in one run
A daily sprint and time-tracking report, by email
Release notes — ready the moment a version ships
Data-load failure monitoring with tasks and alerts
A follow-up email after a canceled meeting — automatically
Bug reports turned into proper tickets
Stuck tickets, followed up automatically
Team-capacity tracking with over-allocation alerts
Interview bookings — call, task and emails assembled automatically
Smart support triage with Onfleet
A lead replies — the CRM card updates and a task lands on a rep
Contract renewal reminders: an email to the client, a task for the rep
New-issue triage: task, notification, reply to the author, and a logged row
Polite candidate rejections sent by email, with the task closed
A daily briefing by email: tasks and meetings in one message
Critical bugs from testing escalated straight to tickets and engineering chat
A daily numbers summary — to chat and email
A daily launch digest — with a task for each notable one
Release notes from closed tasks — into oneC and Telegram on their own
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
Data-quality watch that alerts only on real issues
B2B prospect search and personal outreach — on autopilot
Incident response — ticket, alert, and report in seconds
Website lead scoring — a task for the rep only on the strong ones
Tasks and a recap email after a meeting — from one yes
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
A daily goals report: what's on plan and what's behind
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
IT tickets by voice from Telegram — straight into Onfleet
Call summaries, tasks and follow-ups, automatically
Change request routing: tickets, audit trail and notifications
Reorder recommendations from your stock table — automatically
A personal assistant in your messenger: email, calendar and tasks by voice
Daily task summaries and a weekly report by email
Early warning for a reputation crisis
Customer feedback sorted into themes, tasks and a weekly report
Automatic scenario check with an error report
Tasks from your meeting recording, straight into the tracker
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
An end-of-day report — written by AI and sent for you
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
A Onfleet project from a feature description — with tasks and sub-tasks
Reminders and escalation for stalled tickets
A personal assistant in your messenger: email, calendar, tasks, expenses