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1. Choose trigger event

2. Choose action

1. Select the event

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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 "Add Note" in Support Board.

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Zapier seamlessly connects Keap and Support Board, 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
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- Appointment Trigger Requirement
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
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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
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
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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
Conversation Status Updated
Triggers when the status code of a conversation changes.
Trigger
Instant
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Email Sent
Triggers when a notification email is sent to a user or agent. Docs at
Trigger
Instant
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Message Deleted
Triggers when a message is deleted.
Trigger
Instant
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New Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Try It
Message Sent
Triggers when a new chat message is sent. It works for both users and agents.
Trigger
Instant
Try It
New Registration
Triggers when a user registers successfully from the registration form of the chat. This Webhook is sent only if the registration is successful. This Webhook is sent also if the registration is updated via the registration form of a Rich Message.
Trigger
Instant
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SMS Sent
Triggers when a new text message is sent by a user or an agent.
Trigger
Instant
Try It
- Conversation ID
  Required
- User Id
- Name
  Required
- Message
  Required
Action
Write
- The action is irreversible
- Conversation ID
  Required
- Note ID
  Required
Action
Write
- The action is irreversible
- User IDs
  Required
Action
Write
- User IDs
  Required
- Message
  Required
Action
Write
- ID
- Count
- Full
- Categories
- Articles Language
Action
Write
- Pagination
- Status Code
- Routing
- Routing Unassigned
- Department
- Source
- Tag
Action
Write
- Conversation ID
  Required
- Exclude Message
- User Id
Action
Write
- Datetime
  Required
- Routing
- Routing Unassigned
Action
Write
- User Id
- Datetime
  Required
Action
Write
- Setting
  Required
Action
Write
- User Id
Action
Write
- Strings
  Required
- Language Code
  Required
Action
Write
- The action is irreversible
- Message ID
  Required
Action
Write
- Message ID
  Required
- Message
  Required
- Attachments
- Payload
Action
Write
- User Id
- Status Code
- Title
- Department
- Agent ID
- Source
- Extra
- Extra 2
- Extra 3
- Tags
Action
Write
- Title
- Message
  Required
- Interests
  Required
- Conversation ID
  Required
- Icon
Action
Write
- Search
  Required
Action
Write
- To
  Required
- Subject
  Required
- Message
  Required
- Sender Suffix
Action
Write
- Message
  Required
- To
  Required
- Template
- Conversation ID
  Required
- Attachments
Action
Write
- Conversation ID
  Required
- Agent ID
- Message
  Required
Action
Write
- Conversation ID
  Required
- Status Code
Action
Write
- To
  Required
- Message
  Required
- Attachments
- Phone ID
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
Dialogflow Message
Triggers when the Dialogflow send a reply to a user message.
Trigger
Instant
Try It
New Login
Triggers when a user login successfully from the login form of the chat. This Webhook is sent only if the login is successful.
Trigger
Instant
Try It
New Conversation
Triggers when a new conversation is received in the user's chat widget.
Trigger
Instant
Try It
Email Address
Triggers when a user register his email via the follow-up message or registration form.
Trigger
Instant
Try It
New Messages
Triggers when new messages are received in the chat widget or the admin area.
Trigger
Instant
Try It
Rich Message
Triggers when the user submits the values inserted in a Rich Message. All the Rich Messages that require the submitting of data fire this Webhook, some of them are the follow-up email form, the registration form, the buttons.
Trigger
Instant
Try It
User Deleted
Triggers when a user is deleted.
Trigger
Instant
Try It
- First Name
- Last Name
- email
- Profile image
- password
- User type
- Extra
Action
Write
- The action is irreversible
- User Id
Action
Write
- Conversation ID
  Required
- Message
  Required
- Attachments
- Language
- Event
- Parameters
- Audio
Action
Write
- Conversation ID
  Required
Action
Write
- Conversation ID
  Required
- User Id
Action
Write
- Setting
  Required
- Default
Action
Write
- ID
- Sub ID
  Required
Action
Write
- User Id
- Conversation ID
  Required
- Datetime
  Required
Action
Write
- Conversation ID
  Required
Action
Write
Get Settings
Returns an array with all the settings.
Action
Write
- Conversation ID
  Required
Action
Write
- email
- password
- User Id
- Token
Action
Write
- User Id
- Conversation ID
  Required
- Message
  Required
- Attachments
- Conversation Status Code
- Payload
- Queue
- Recipient ID
Action
Write
- PSID
  Required
- Message
  Required
- Attachments
- Metadata
- Facebook Page ID
  Required
Action
Write
- Message
  Required
- Max Tokens
- Model
- Conversation ID
  Required
- Audio
Action
Write
- Search
  Required
- Articles Language
Action
Write
- Search
  Required
- User Id
Action
Write
- Recipient ID
- Sender ID
  Required
- Message
  Required
- Attachments
Action
Write
- Chat ID
  Required
- Message
  Required
- Attachments
- Conversation ID
  Required
Action
Write
- Conversation ID
  Required
- Department
- Message
  Required
Action
Write
- User Id
- First Name
- Last Name
- email
- Profile image
- password
- User type
- Settings extra
Action
Write

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Connect Keap and Support Board to integrate crucial parts of your business

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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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CRM (Customer Relationship Management)

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About Support Board

Support Board is a communication and chat platform powered by artificial intelligence-driven chatbots.

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