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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Action Sequence" from Keap.

Add your action

An action happens after the trigger—such as "Blog Article" in Klevere.

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Zapier seamlessly connects Keap and Klevere, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Polling
Try It
- Appointment Trigger Requirement
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It

New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Polling
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It

New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Trigger
Instant
Try It
New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
Try It
New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
- Product Name
  Required
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- Contact ID
  Required
- Lead Affiliate Id
- Order Date
  Required
- Product Id
  Required
- Product Quantity
  Required
- Price Override
- Order Title
  Required
- Order Type
  Required
- Promo Codes
- Sales Affiliate Id
- Company
- Country Code (e.g., USA)
- First Name
- Is Invoice to Company
- Last Name
- Address Line 1
- Address Line 2
- Locality
- Middle Name
- Phone
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
Action
Write
- Contact ID
  Required
- Due Date
  Required
- Title
- User Id
- Description
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Email or Phone Required
- Check for Duplicates Using
  Required
- Email Address 1
- Opt-In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company
- Company ID
  Required
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Fields Required
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Fields Required
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Fields Required
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Write
- Company Name
  Required
Action
Search
- Field
  Required
- Value
  Required
- Email or Phone Required
- Check for Duplicates Using
  Required
- Email Address 1
- Opt-In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company
- Company ID
  Required
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Fields Required
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Fields Required
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Fields Required
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Search or write
- CV/Resume PDF File (URL)
  Required
- Job Description
  Required
- Output language
  Required
Trigger
Polling
Try It
- What were the employee’s key contributions and/or achievements?
  Required
- What are the areas for improvement or development?
  Required
- Output language
  Required
Trigger
Polling
Try It
- Title
- Output language
  Required
Trigger
Polling
Try It
- Objective of comparison
  Required
- Enter website A
  Required
- Enter website B
  Required
- Output language
  Required
Action
Write
- Company
- Lead name
  Required
- Company summary
  Required
- Context about your company & product/service *
  Required
- Your company
  Required
- Output language
  Required
Action
Write
- Company url
  Required
- Product context
  Required
- Output language
  Required
Action
Write
- Product Id
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output language
  Required
- Who is your target audience?
- What action should your audience take?
Action
Write
- What are the main points to cover?
  Required
- Output language
  Required
Action
Write
- LinkedIn URL
  Required
- Job Description
  Required
- Output language
  Required
Action
Write
- First Name
- Company Name
  Required
- Pain point
  Required
- LinkedIn URL
  Required
- Your company
  Required
- Solution to Pain Points
  Required
- Output language
  Required
Action
Write
- What is the topic of your newsletter?
  Required
- Objective of comparison
  Required
- Media selector
  Required
- Tone
  Required
- Who is your target audience?
- Output language
  Required
Action
Write
- LinkedIn URL
  Required
- First Name
- Your company
  Required
- Product context
  Required
- Output language
  Required
Action
Write
- LinkedIn URL
  Required
- First Name
- Output language
  Required
Action
Write
- Title
- Output language
  Required
Action
Write
- What were the employee’s key contributions and/or achievements?
  Required
- What are the areas for improvement or development?
  Required
- Output language
  Required
Action
Write
- Title
- Output language
  Required
Action
Write
- Product Id
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output language
  Required
- Who is your target audience?
Action
Write
- Product Id
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output language
  Required
- Who is your target audience?
Action
Write
- Product Id
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output language
  Required
- Who is your target audience?
Action
Write

New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Polling
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
- Random
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
Try It
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
Try It
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
Try It
- Contact Tag Sync Interval
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created.
Trigger
Polling
Try It
Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
Try It
- Company Name
  Required
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Write
- Contact ID
  Required
- Body
  Required
- Title
- Type
- User Id
Action
Write
- Invoice ID
  Required
- Product Id
  Required
- Product Quantity
  Required
- Price Override
Action
Write
- User
  Required
- Contacts
  Required
- Subject
  Required
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company ID
  Required
- Company Name
  Required
- Email Address
- Website
- Notes
- Opt-In
- Address Country Code
- Address Street (Line 1)
- Address Street (Line 2)
- Address City
- Address State
- Address Zip Code
- Address Zip Four
- Phone Number
- Phone Extension
- Phone Type
- Phone Number
- Phone Extension
- Phone Type
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Company Name
  Required
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Search or write
- LinkedIn URL
  Required
- Job Description
  Required
- Output language
  Required
Trigger
Polling
Try It
- What are the specific talent needs of your company?
  Required
- Output language
  Required
Trigger
Polling
Try It
- Title
- Keywords
  Required
- Tone
  Required
- Output language
  Required
Action
Write
- YouTube Url
  Required
- Keywords
  Required
- Tone
  Required
- Output language
  Required
Action
Write
- Company linkedin url
  Required
- Product context
  Required
- Output language
  Required
Action
Write
- CV/Resume PDF File (URL)
  Required
- Job Description
  Required
- Output language
  Required
Action
Write
- Title
- Output language
  Required
Action
Write
- Industry name
  Required
- Product context
  Required
- Output language
  Required
Action
Write
- What is the topic of your newsletter?
  Required
- Keywords
  Required
- Tone
  Required
- Output language
  Required
Action
Write
- What are the specific talent needs of your company?
  Required
- Output language
  Required
Action
Write
- Title
- Output language
  Required
Action
Write
- Paste a Image Url
  Required
- Output language
  Required
Action
Write
- Paste a Image Url
  Required
- Output language
  Required
Action
Write
- Company
- Company website
  Required
- Role
  Required
- Output language
  Required
Action
Write
- LinkedIn URL
  Required
- First Name
- Output language
  Required
Action
Write
- What is the topic of your newsletter?
  Required
- Keywords
  Required
- Tone
  Required
- Output language
  Required
Action
Write
- What are your unique selling points?
  Required
- Objective of comparison
  Required
- Who are the key decision makers?
  Required
- Output language
  Required
Action
Write
- Output Language
  Required
- Website
- Objective of comparison
  Required
Action
Write

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Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Keap on the Zapier blog

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About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

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