Scriptera
Keap and Trello automations
Ready-made scenarios where Keap and Trello work for you: pick one — a copy appears in your account and runs on its own.
20 scenarios
- A booked CRM project creates a task card
- New Keap leads land in Trello
- Contacts from Keap into Trello audiences
- New Keap entries become Trello subscribers
- New Keap contacts — into Trello audiences
- A proposal right after the call — automatically
- Route each new order into your CRM, invoices, and mailing list
- A weekly digest of document changes to your inbox
- A proposal and payment link right after the meeting
- Track construction progress from site photos
- A daily news digest on your topic, gathered automatically
- Sales insights and team alerts — from your table
- A daily task-board summary in your chat — automatically
- A client proposal — assembled for you
- A personal AI assistant with a personality
- Find your mobile app's build-time hotspots
- The recording, emailed to everyone who missed the meeting
- Form feedback sorts itself: tasks, table, alerts
- Sales call breakdown: transcript, lead status, task
- Automated cold outreach — with research on every lead
