Salesflare Salesflare Integrations

Keap and Salesflare

CRM (Customer Relationship Management) keap.com ↗

How to connect Keap

What you can automate

  • When new Appointment Event in Keap, create meeting, then create call in Salesflare.
  • When new Company Event in Keap, find or create account in Salesflare.
  • When new Contact in Keap, find or create contact in Salesflare.
  • When new Invoice Event in Keap, create opportunity, then find or create contact in Salesflare.
  • When new Note Event in Keap, create internal note in Salesflare.
  • When new Opportunity Event in Keap, create opportunity in Salesflare.

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.

Keap operations on Zapier

Triggers (22)

Start a workflow when this happens

  • New Action Sequence — Triggers when a new Action Sequence is added.
  • New Affiliate — For Ulimate users, triggers when a new affiliate is added.
  • New Appointment Event — For Ultimate users: triggers when a new appointment is added, deleted, or edited.
  • 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.
  • New Company Event — Triggers when a company is added, deleted, or edited.
Show 17 more triggers
  • New Contact — Triggers when a new contact is created.
  • New Contact Tag — Triggers when a tag is applied to a contact.
  • New Credit Card Charge - Merchant Only — Triggers when a new credit card charge is made. (Merchant Only).
  • New Invoice — Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
  • New Invoice Event — Triggers when a invoice is added, deleted, or edited.
  • New Manual Payment – (Cash, Check) — Triggers when a New Manual Payment is added. (Cash or Check).
  • New Note Event — Triggers when a new note is added, deleted, or edited.
  • New Opportunity Event — Triggers when an opportunity is added, deleted, edited, or when the opportunity stage moves.
  • New Payment (All Payment Type) — Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
  • New Product Event — Triggers when a product is added, edited, or deleted.
  • New Refund — Triggers when a new refund is created.
  • New Subscription Event — Triggers when a subscription is added, edited, or deleted.
  • New Subscription Plan — Triggers when a new Subscription Plan is added.
  • New Tag Event — Triggers when a tag is added, edited, deleted, or applied to a contact.
  • New Task (All Tasks) — Triggers when a task is added, deleted, edited, complete or incomplete.
  • Opportunity Stage Moved — Triggers when an opportunity stage is moved.
  • Updated Contact — Triggers when an existing contact is updated.

Actions (13)

Things Salesflare can make it do

  • Add a Product to an Invoice — Add a product to an already existing Invoice
  • Create Company — Creates a Company
  • Create Invoice — Creates an invoice with line items.
  • Create Note — Creates a new note on a contact record
  • Create Product — Creates a Product
Show 8 more actions
  • Create Task — Creates a new task on a contact
  • Create or Update Contact — Creates a new contact or updates an existing contact.
  • Find or Create Company — Search for a company by name
  • Find or Create Contact — Search for a contact by email
  • Remove Tag From Contact — Remove a tag on a contact.
  • Send Email — Send an Email to a list of Contacts.
  • Tag Contact — Apply tags to a contact.
  • Update Company — Updates a Company

Searches (3)

Look up existing records

  • Find Company — Search for a company by name
  • Find Contact — Find a Contact.
  • Find Invoice — Finds an invoice by ID.

Keap operations on Make

Triggers (11)

Start a workflow when this happens

  • Watch Event — Triggers when a specified event occurs.
  • Watch New Applied Tags — Checks if a new tag was applied to a specific contact.
  • Watch New Appointments — Checks if new appointment was created.
  • Watch New Contacts — Checks if new contact was created.
  • Watch New Files — Checks if new file was created.
Show 6 more triggers
  • Watch New Notes — Checks if new note was created.
  • Watch New Opportunities — Checks if new opportunity was created.
  • Watch New Orders — Checks if new order was created.
  • Watch New Tasks — Checks if new task was created.
  • Watch Sent Emails — Checks if new email was sent.
  • Watch a Tag — Checks if specific tag was added to any contact.

Actions (30)

Things Salesflare can make it do

  • Apply Tag to Contacts — Applies a tag to a list of contacts.
  • Apply Tags — Applies a list of tags to a given contact record.
  • Create Tag — Creates a new tag.
  • Create Tag Category — Creates a new tag category.
  • Create a Contact — Creates a new contact in your contact list.
Show 25 more actions
  • Create a Note — Creates a new note.
  • Create a Task — Creates a new task.
  • Create or Update a Contact — Creates a new contact or updates a contact in your contact list.
  • Delete Contact — Deletes the specified contact.
  • Delete File — Deletes the specified file.
  • Delete Note — Deletes a note.
  • Delete Task — Permanently deletes a specified task.
  • Delete an Appointment — Deletes the specified appointment.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Remove Applied Tags — Removes a list of tags from the given contact.
  • Remove Tag from Contacts — Removes a tag from a list of contacts.
  • Replace a File — Uploads a file to replace an existing one.
  • Retrieve Product — Retrieves a single product from your Infusionsoft account.
  • Retrieve Transaction — Retrieves a single transaction.
  • Retrieve a Contact — Retrieves a single contact.
  • Retrieve a File — Retrieves metadata about a specific file.
  • Retrieve a Note — Retrieves a single note.
  • Retrieve a Tag — Retrieves a single tag.
  • Retrieve a Task — Retrieves a single task.
  • Retrieve an Appointment — Retrieves a specific appointment belonging to you.
  • Retrieve an Opportunity — Retrieves a single opportunity.
  • Retrieve an Order — Retrieves a single order.
  • Update Task — Updates a task with only the values provided in the request.
  • Update a Contact — Updates a contact with only the values provided in the request.
  • Upload a File — Uploads a File.

Searches (18)

Look up existing records

  • List All Emails Sent — Retrieves a list of emails that have been sent.
  • List Applied Tags — Retrieves a list of tags applied to a given contact.
  • List Appointments — Retrieves all your appointments.
  • List Campaigns — Retrieves all your campaigns.
  • List Contacts — Retrieves all your contacts optionally filtered by email, first name and last name.
Show 13 more searches
  • List Custom Fields of Contacts — Retrieves a list of custom fields for contacts.
  • List Emails sent to Contact — Retrieves a list of emails that have been sent to a contact.
  • List Files — Retrieves a list of all files.
  • List Notes — Retrieves a list of all notes.
  • List Opportunities — Retrieves a list of all opportunities.
  • List Orders — Retrieves a list of all orders using the specified search criteria.
  • List Products — Retrieves a list of all products.
  • List Tagged Contacts — Retrieves a list of contacts that have the given tag applied.
  • List Tags — Retrieve a list of tags defined in the application.
  • List Tasks — Retrieves a list of all tasks using the specified search criteria
  • List Transactions — Retrieves a list transactions for a given contact.
  • Retrieve Commissions — Retrieves a list of commissions based on affiliate or date range.
  • Retrieve Order Transactions — Retrieves a list of all transactions on a given order using the specified search criteria.

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