Add a contact to a tag in Keap/Infusionsoft when a user completes a course
When a user completes a course
Add a contact to a tag in Keap/Infusionsoft
Masteriyo LMS → Keap/InfusionsoftEvents and actions
Use Masteriyo LMS events to automate Keap/Infusionsoft
Choose an event from Masteriyo LMS to start an automation, then choose from the Keap/Infusionsoft actions listed below. The action settings show what information you need to provide.
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Masteriyo LMS→Keap/Infusionsoft
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Automations
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a contact to a campaign in Keap/Infusionsoft when a user completes a lesson
- When a user completes a lesson
- Add a contact to a campaign in Keap/Infusionsoft
Create or update a contact in Keap/Infusionsoft when a Masteriyo course is published
- When a Masteriyo course is published
- Create or update a contact in Keap/Infusionsoft
Supported triggers and actions
Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.
When this happens (5)
- When a user completes a course
- When a Masteriyo course is published
- When a Masteriyo course is unpublished
- When a Masteriyo course is deleted
- When a user completes a lesson
Do this (5)
- Enroll a user in a Masteriyo course
- Create or update a Masteriyo course
- Delete a Masteriyo course
- Create or update a Masteriyo lesson
- Delete a Masteriyo lesson
View all triggers and actions (25)
When this happens (7)
- When a Masteriyo lesson is published
- When a Masteriyo lesson is unpublished
- When a Masteriyo lesson is deleted
- When a user completes a quiz
- When a Masteriyo quiz is published
- When a Masteriyo quiz is unpublished
- When a Masteriyo quiz is deleted
Do this (8)
- Create or update a Masteriyo quiz
- Delete a Masteriyo quiz
- Create or update a contact in Keap/Infusionsoft
- Remove a contact from Keap/Infusionsoft
- Add a contact to a tag in Keap/Infusionsoft
- Remove a contact from a tag in Keap/Infusionsoft
- Add a contact to a campaign in Keap/Infusionsoft
- Remove a contact from a campaign in Keap/Infusionsoft
No matching triggers or actions.
About this connection
How the two tools fit together
Masteriyo LMS: Connect Masteriyo LMS courses, lessons, and quizzes to Noptin.
Keap/Infusionsoft: Keap (formerly Infusionsoft) is an all-in-one CRM and marketing automation platform designed to help small businesses manage contacts, automate marketing tasks, and streamline sales processes to enhance customer relationships and drive growth.
What information can you send?
Connect Keap/Infusionsoft, then fill in the contact details it asks for. The available fields depend on your account.
Available details depend on the Masteriyo LMS event or action you choose and any fields configured on your site. Lists, tags, and custom fields depend on the connected Keap/Infusionsoft account and the audience selected.
Start here
Set up Masteriyo LMS and Keap/Infusionsoft with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Masteriyo LMS and Keap/Infusionsoft from Noptin → Extensions. How to activate your license.
- Install and set up Masteriyo LMS on your WordPress site. Connect Keap/Infusionsoft in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Choose an event from Masteriyo LMS to start the automation.
- Choose an action from Keap/Infusionsoft in the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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