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Google Sheets + Keap

Create spreadsheet rows in Google Sheets for new invoices in Keap

Ease your bookkeeping tasks with this streamlined workflow. When a new invoice is created in Keap, a corresponding row will instantly be added in the Google Sheets. This efficient automation streamlines your billing process, saving you time and reducing the possibility of manual error. Stay organized and keep all your invoice data handy in one easily accessible place.

Ease your bookkeeping tasks with this streamlined workflow. When a new invoice is created in Keap, a corresponding row will instantly be added in the Google Sheets. This efficient automation streamlines your billing process, saving you time and reducing the possibility of manual error. Stay organized and keep all your invoice data handy in one easily accessible place.

  1. When this happens...
    KeapKeap
    New Invoice

    Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

    • Appointment Trigger Requirement

    • Appointment events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Note events this trigger will listen to:Required

    Trigger
    Instant
    Try It
  • Keap triggers, actions, and search

    New Affiliate

    For Ulimate users, triggers when a new affiliate is added.

    Trigger
    Polling
    Try It
    • Company events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Invoice events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Opportunity events this trigger will listen to:Required

    • RandomRequired

    Trigger
    Instant
    Try It
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About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

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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.