Apptoto + Keap Integrations
How to connect Apptoto + Keap
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Appointment ScheduledTriggers when an appointment is scheduled through an Apptoto Booking PageTrigger- Message ReceivedTriggers when a message is received in ApptotoTrigger
- Message SentTriggers when a message is sent in ApptotoTrigger
- Participant Booking State ChangedTrigger when a participant's booking state changes in Apptoto (e.g. to invited, accepted, declined etc.)Trigger
- Participant Check-In State ChangedTrigger when a participant's check in state changes in Apptoto (e.g. to arrived, late, noshow etc.)Trigger
- Participant Reminder State ChangedTrigger when a participant's reminder state changes in Apptoto (e.g. to confirmed, cancelled, etc.)Trigger
- Payment ProcessedTriggers when a payment charged or captured via ApptotoTrigger
- Payment RefundedTriggers when a payment is refunded via ApptotoTrigger
- 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.
About Apptoto
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