Autotask + Keap
Autotask + Keap
Autotask + Keap integrations
Create or update contacts in Keap when new contacts are added in Autotask
When a new contact is added in Autotask, this workflow ensures they are also recorded in the Keap app. This integration between Autotask and Keap saves you from duplicating efforts, making sure your contacts are always up to date on both platforms. This quick and simple process keeps both your systems aligned, saving you time and improving efficiency.
- When this happens...
New ContactTriggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.TriggerInstant - automatically do this!
Create or Update ContactCreates a new contact or updates an existing contact.ActionWrite
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More things you can do with Autotask and Keap
Discover other triggers and actions you can use with Autotask and Keap
New InvoiceTriggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Company
- Assigned To Resource
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Updated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Service Call
Triggers when an existing service call is updated (not when created).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Create Company
Creates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Ticket Note
Creates a ticket note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Article CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OpportunityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contract ID
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- QuoteName
- QuoteID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Country IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Resource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Action SequenceTriggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Appointment Trigger Requirement
- Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Note events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Product events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Subscription Plan
Triggers when a new Subscription Plan is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Product NameRequired
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Lead Affiliate Id
- Order DateRequired
- Product IdRequired
- Product QuantityRequired
- Price Override
- Order TitleRequired
- Order TypeRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Id
- Due DateRequired
- TitleRequired
- User Id
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email or Phone Required
- Check for Duplicates UsingRequired
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- ValueRequired
- Email or Phone Required
- Check for Duplicates UsingRequired
- Email Address 1
- Opt In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company Name
- Company ID
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Company
- Assigned To Resource ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Contact
Triggers when a new contact is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new Project is found.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Updated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Create Company To-Do
Creates a new Company To-Do.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Time Entry
Creates a Time Entry.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account ID
- Account Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity Title
- Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
ActionThis is an event a Zap performs.SearchFind existing data in your app- Currency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Company events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Invoice events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Opportunity events this trigger will listen to:Required
- RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Subscription events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Tag events this trigger will listen to:Required
- Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Tag Sync Interval
- Tag
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Refund
Triggers when a new refund is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company NameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IdRequired
- BodyRequired
- Title
- Type
- User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
- Product
- Product QuanityRequired
- Price Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- ContactsRequired
- SubjectRequired
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Company Name
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FieldRequired
- ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company NameRequired
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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