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Autonami

Keap

Here’s how you can set up automations in Autonami and perform specific actions within your Keap account.

You’ll see the following actions once you’ve connected Keap to Autonami.

  • Create contact
  • Add tags
  • Remove tags from a contact
  • Update contact fields

Learn how to connect Keap to Autonami here

Creating an Automation

Let’s create an automation that will create a contact when your customer places an order.

Step 1: Create a new automation

Go to Automations and then click on Add New.

Step 2: Select a trigger

Here, we will create the trigger called WooCommerce order created.

Step 3: Set an action

Now, add the action as “Create contact” under Keap.

Step 4: Set the merge tags to be added

Now, add the merge tags of your customer’s email. This will create a contact using their email address.

Click outside the action setting to automatically save the automation

Now, when your customer places an order, it will create contact into your Keap account. You can go to your Keap account and check the details of your created contact.

See, that’s done!

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