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Quickly connect Keap to monday.com with a Zapier template.

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Tag Keap contacts when specific monday.com column values change
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monday.com + Keap
Create or update Keap contacts from new monday.com board items
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monday.com + Keap
Create items in monday.com for new contact tags in Keap
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Keap + monday.com
Create new monday.com items from new Keap invoices
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Keap + monday.com
Create new items in monday.com for every new payment registered in Keap
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Keap + monday.com
Create items in monday.com from new tag events in Keap
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Keap + monday.com

Tag Keap contacts when specific monday.com column values change

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monday.com + Keap

Create or update Keap contacts from new monday.com board items

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monday.com + Keap

Create items in monday.com for new contact tags in Keap

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Keap + monday.com

Create new monday.com items from new Keap invoices

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Keap + monday.com

Create new items in monday.com for every new payment registered in Keap

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Keap + monday.com

Create items in monday.com from new tag events in Keap

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Keap + monday.com

Tag Keap contacts when new items appear in a monday.com board
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monday.com + Keap
Update Keap contacts when specific column values change in monday.com boards
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monday.com + Keap

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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 "Archive Board" in monday.com.

You’re connected!

Zapier seamlessly connects Keap and monday.com, 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
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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
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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
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
Action
Search

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
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Title
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
  Required
Action
Write
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column ID
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Keap and monday.com to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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

Learn how to automate monday.com on the Zapier blog

Make work flow with AI

Level up your Keap to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Keap + monday.com integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Keap and monday.com

How do I integrate Keap with monday.com?

To integrate Keap with monday.com using our platform, you need to create a Zap that connects both applications. First, set up a trigger in Keap, such as 'New Contact' or 'New Payment', then determine the actions to occur in monday.com like 'Create Item' or 'Update Item'. Our platform guides you through these steps smoothly.

Can I customize the fields that are synced between Keap and monday.com?

Yes, you can customize which fields are synced between Keap and monday.com. When setting up your Zap, you'll have the opportunity to map data from specific fields in Keap to corresponding fields in monday.com's items or updates. This ensures that only relevant information is shared across platforms.

What triggers are available when integrating Keap with monday.com?

We offer a variety of triggers for integration between Keap and monday.com. Common triggers include 'New Contact', 'New Invoice', and 'Tag Added' in Keap, which can then initiate actions like creating or updating items in your monday.com boards.

Are there any limits on the number of contacts we can sync from Keap to monday.com?

The number of contacts you can sync from Keap to monday.com largely depends on your current plan with us. We recommend checking your plan's limitations regarding sync frequency and volume to ensure seamless integration.

How often does data get updated between the two platforms?

Data updates between Keap and monday.com typically occur based on the schedule set during Zap configuration. You can choose real-time data transfer for immediate updates or schedule them at regular intervals depending on your needs.

Is it possible to trigger automation sequences in Keap based on events happening in monday.com?

Yes, you can trigger automation sequences in Keap based on events occurring in monday.com. For example, when a new item is created or an item moves to a different group in monday.com, these actions can initiate sequences like sending emails or updating contact records in Keap.

Can we track project progress from Monday using contact interactions from Keap?

By integrating both platforms, it's possible to update project boards automatically when significant contact interactions take place in Keap. For instance, when a customer makes a payment or schedules an appointment via Keap, related project tasks can be updated or marked complete on Monday.

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Insightly

CRM (Customer Relationship Management)

Connect Keap to monday.com on the world's largest no-code automation platform

Explore Keap + monday.com Integrations

google-drive

Connect Keap and monday.com to unlock the power of automation

Set up your first integration

Tag Keap contacts when specific monday.com column values change

Create or update Keap contacts from new monday.com board items

Create items in monday.com for new contact tags in Keap

Create new monday.com items from new Keap invoices

Create new items in monday.com for every new payment registered in Keap

Create items in monday.com from new tag events in Keap

Tag Keap contacts when specific monday.com column values change

Create or update Keap contacts from new monday.com board items

Create items in monday.com for new contact tags in Keap

Create new monday.com items from new Keap invoices

Create new items in monday.com for every new payment registered in Keap

Create items in monday.com from new tag events in Keap

Tag Keap contacts when new items appear in a monday.com board

Update Keap contacts when specific column values change in monday.com boards

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Keap and monday.com to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate Keap on the Zapier blog

5 Keap automation ideas

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Make work flow with AI

Frequently Asked Questions about Keap + monday.com integrations

Connect Keap to monday.com on the world's largest no-code automation platform

Explore Keap + monday.com Integrations

Explore Keap + monday.com Integrations