Keap and Roistat automations

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

263 scenarios

Contacts from Keap into Roistat audiences
A new contact — instantly a card on your task board
New Keap land in Roistat by themselves
New Keap contacts — into Roistat audiences
Text from chat photos, straight into a sheet
An invoice in roistat from a Typeform submission
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
A nightly backup of your sheet to the cloud
Cold emails from company profiles — automatically
Birthday greetings and a promo code — automatic, right on the day
Website enquiry intake — a ticket log and an instant reply
Applicant screening with a candidate rating
Failure alerts for your scenarios: log and email
Construction site attendance with geofencing
Multilingual product descriptions — from the photo
Audio recordings turned into text — automatically
A meaningful reply to every website lead — by email, within a minute
A weekly store sales total in a sheet
Application screening: the CV read, the candidate scored and answered
Products from any website — collected into a spreadsheet
A morning portfolio summary by email — automated
Emails to found companies — from list to sent
Website inquiries: sheet, alert and one-click reply
New deals routed automatically — to the team, table, and slides
Cleaning and standardizing CSV before import — automatically
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
Images from an idea in your messenger — AI polishes the prompt
Receipt data into roistat — from a chat photo
Auto-qualifying inbound leads from a form
Form-feedback analysis with sentiment and a report
Quote requests handled — from form to client reply
A daily digest of fresh freelance jobs — to your inbox
Business leads from Google Maps with auto-emails
Track construction progress from site photos
Route leads by budget and source — automatically
A monthly AI-spend report — emailed automatically
AI-driven application review with instant replies
Sorting support requests by urgency
Instant replies to inbound leads, with lead scoring
Win back abandoned Shopify carts by email and in CRM
A weekly report on how much traffic AI sends you
Comment giveaways — random pick and a winner's email
Track changes on a web page
A study plan, already placed in your calendar
Employee onboarding from a single form
Routing incoming requests to the right department
Score inbound leads against your own ideal-client profile
Scoring and routing inbound leads — automatically
Instant property answers in the messenger — with hot buyers passed to an agent
A clear weekly site report — to your email and messenger
Website data into a sheet and your inbox
Track your brand's mentions in AI answers
A food diary from meal photos — in roistat
A contract risk breakdown right after upload
Data at once into online sheet roistat and as a file to Keap
Real-time sentiment from event feedback
Automated appointment booking with calendar and email confirmations
A post with a matching image, from a single topic
Cutting YouTube videos into captioned clips
Receipts from your inbox — into a spreadsheet and storage
Voice notes into a finished result — emailed to you
A social carousel from a single topic
Data from pages linked in emails — into a table
Tickets prioritized by importance, tasks created for you
Resume screening and candidate replies — automatically
A daily competitor briefing in your inbox
A site-analytics breakdown, routed by how urgent the news is
When a payment lands: receipt, CRM update and a team ping
One article, repurposed into ready-to-publish posts
A morning HR summary with risks, emailed for you
Personalised welcome emails right after payment
A form submission: scored, enriched with company data, answered personally
Video ideas from viewer comments — on a schedule
Text from images — into a table, automatically
Refunds from your inbox: parse the email, check the order, answer the customer
Vendor proposal risk checks straight from the PDF
Three platform video scripts from one topic
Weekly store sales analysis with AI
Contacts from business cards into a spreadsheet — by photo
New store orders into a sheet — with analysis
Auto-publishing fresh topic news to vk
A personal post-purchase message to your customer — automatic
Everything from the chat, filed: notes, files, images
Course applications are evaluated and answered automatically
Images from prompts into Keap with cost tracking
Deal-matched materials — sent automatically by CRM stage
Invoices from email into a sheet — automatically
Job matches with a ready cover letter
Inbound call triage: substance, urgency and a row in your sheet
Abandoned-cart recovery by email — automatically
Data-load failure monitoring with tasks and alerts
Daily data quality checks with an email report
Natural voice-over from a text form
Weekly channel performance digest, delivered automatically
Landing page audit with a score and a fix list