Apptoto + Keap Integrations

How to connect Apptoto + Keap

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Supported triggers and actions

What does this mean?

Appointment Scheduled
Triggers when an appointment is scheduled through an Apptoto Booking Page
Trigger
Instant
Message Received
Triggers when a message is received in Apptoto
Trigger
Instant
Message Sent
Triggers when a message is sent in Apptoto
Trigger
Instant
Participant Booking State Changed
Trigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)
Trigger
Instant
Participant Check-In State Changed
Trigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)
Trigger
Instant

Participant Reminder State Changed
Trigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)
Trigger
Instant
Payment Processed
Triggers when a payment charged or captured via Apptoto
Trigger
Instant

Payment Refunded
Triggers when a payment is refunded via Apptoto
Trigger
Instant

Apptoto
Creates or updates a contact in Apptoto
Scheduled
Action
Apptoto
Creates or updates an event in Apptoto
Scheduled
Action
Apptoto
Removes a contact in Apptoto
Scheduled
Action
Apptoto
Removes an event in Apptoto
Scheduled
Action
Apptoto
Search for contact in Apptoto
Scheduled
Action
Apptoto
Search for event in Apptoto
Scheduled
Action
Keap
Triggers when a tag is added to a contact the first time.
Scheduled
Trigger
Keap
Triggers when a new contact is created.
Instant
Trigger
Keap
Triggers when a new credit card charge is made. (Merchant Only).
Instant
Trigger
Keap
Triggers when a new invoice is created.
Instant
Trigger
Keap
Triggers when a New Manual Payment is added. (Cash or Check).
Instant
Trigger
Keap
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Instant
Trigger
Keap
Triggers when a new task is created.
Instant
Trigger
Keap
Triggers when an existing contact is updated.
Instant
Trigger
Keap
Creates a Company
Scheduled
Action
Keap
Creates a new invoice
Scheduled
Action
Keap
Creates a new note on a contact record
Scheduled
Action
Keap
Creates a new task on a contact
Scheduled
Action
Keap
Add a product to an already existing Invoice
Scheduled
Action
Keap
Apply tags to a contact.
Scheduled
Action
Keap
Creates a new contact or updates an existing contact.
Scheduled
Action
Keap
Find a Contact.
Scheduled
Action
Keap
Search for a company by name
Scheduled
Action
Keap
Search for a company by name
Scheduled
Action

How Apptoto + Keap Integrations Work

Step 1: Authenticate Apptoto and Keap.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.