ManualTrigger Automate

ManualTrigger Automate enables users to manually trigger an automated workflow that retrieves all contacts from Keap, streamlining data access and enhancing efficiency in managing customer relationships.

7/8/2025
2 nodes
Simple
manualsimplekeap
Categories:
Manual TriggeredSimple WorkflowCRM & Sales
Integrations:
Keap

Target Audience

This workflow is ideal for small business owners, marketing teams, and CRM managers who utilize Keap to manage their contacts and automate processes. It is particularly useful for those who need a simple, manual trigger to fetch contact data without complex automation setups.

Problem Solved

This workflow addresses the challenge of manually retrieving contact information from Keap. By providing a straightforward manual trigger, users can easily execute the workflow to get all contacts whenever needed, streamlining their data retrieval process and saving time.

Workflow Steps

  • Manual Trigger: The workflow starts when the user clicks the 'execute' button. This manual trigger initiates the process.
    2. Keap Integration: Upon execution, the workflow connects to Keap to fetch all contact data. This is done using the 'getAll' operation, which retrieves comprehensive contact information stored in the user's Keap account.
  • Customization Guide

    Users can customize this workflow by modifying the parameters in the Keap node. For instance, they can change the 'operation' to other available options like 'create', 'update', or 'delete' to perform different actions on contacts. Additionally, users can enhance the workflow by adding more nodes to process the retrieved data, such as filtering contacts or sending notifications.