Keap and Taiga automations

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

112 scenarios

New Keap projects become tasks in Taiga
Keap submissions become tasks in Taiga
Deal moves a stage in Keap — a task appears in Taiga
New CRM deal, task in your task manager
New lead in Keap becomes a task in Taiga
Personal Keap tasks flow into the team Keap
Export blog posts to CSV and the cloud
A morning digest: email, news and tasks in one message
Outdated posts to drafts — automatically each quarter
Newsletters from Keap into Taiga posts
High-priority tickets alert every channel at once
A weekly newsletter from your site's articles — on its own
Fresh industry news — as posts on your site
Support email sorts itself and becomes tasks
Blog drafts every week — on topics that are actually hot
An article from a keyword — researched, and reviewed by you
A form request into a tracker issue
A daily digest of a competitor's posts — by email
A curated pick of the best resources on any topic
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
Unpaid-invoice control: task and email — on their own
Turn support emails into tracker tickets automatically
Urgent tasks that don't stall
Candidate shortlisting, emails and screening tasks
Posts to every network — each with its own text
Requests from Notion — into Taiga tasks with a team notice
Meeting notes — into tasks, participant emails and a summary
An invoice to the client — from one status change
Time-based invoices and missing-hours reminders in one run
Tickets prioritized by importance, tasks created for you
Content for AI search across every channel at once
A follow-up email after a canceled meeting — automatically
Stuck tickets, followed up automatically
Bug reports turned into proper tickets
Auto-publishing fresh topic news to Taiga
A daily sprint and time-tracking report, by email
Data-load failure monitoring with tasks and alerts
Release notes — ready the moment a version ships
A social post with an image from a single topic, automatically
A morning digest of the top news in your inbox
Team-capacity tracking with over-allocation alerts
Interview bookings — call, task and emails assembled automatically
A daily briefing by email: tasks and meetings in one message
Posts to Taiga from таблица — with your approval by Keap
A lead replies — the CRM card updates and a task lands on a rep
Polite candidate rejections sent by email, with the task closed
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
Smart support triage with Taiga
A personal AI assistant with a personality
Critical bugs from testing escalated straight to tickets and engineering chat
Release notes from closed tasks — into oneC and Telegram on their own
A daily launch digest — with a task for each notable one
A daily numbers summary — to chat and email
B2B prospect search and personal outreach — on autopilot
Data-quality watch that alerts only on real issues
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
AI social posts with an approval step
A gold-market breakdown with a forecast — every few hours
Channel content: found, written and published — once you approve it
Articles from the news — to your site and social, with your approval
Website lead scoring — a task for the rep only on the strong ones
Finding customers in Taiga by your topic
Trending-topic social posts, with an image, on autopilot
Tasks and a recap email after a meeting — from one yes
Incident response — ticket, alert, and report in seconds
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Post designer with images and approval before publishing
Reorder recommendations from your stock table — automatically
IT tickets by voice from Telegram — straight into Taiga
Route change requests by the rules — no manual triage
A personal assistant in your messenger: email, calendar and tasks by voice
Call summaries, tasks and follow-ups, automatically
A morning traffic summary for your site — in plain words
A daily goals report: what's on plan and what's behind
Change request routing: tickets, audit trail and notifications
A daily content plan built from fresh trends
Early warning for a reputation crisis
Daily task summaries and a weekly report by email
A site article from a PDF, approved before publishing
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
Tasks from your meeting recording, straight into the tracker
From an idea base to finished posts: text, image, publication
Support tickets turned into a prioritized engineering backlog
A full new-client welcome after the form
Announce a new video with a social post — automatically
Community questions — in one email, twice a day
An end-of-day report — written by AI and sent for you
Promoting your video in relevant discussions
Blog on a content plan: articles published on time by themselves
LinkedIn posts on a plan — with an image and your approval
Tester feedback triage: tickets, knowledge base and a reply to the author
A weekly news digest on autopilot
Action-emails — straight onto your to-do list
A content plan for social: posts, images and scheduled publishing