Better Agency + Keap Integrations

How to connect Better Agency + Keap

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New Contact Added
Triggers when a new contact is added in Better Agency.
Trigger
Scheduled
New Note Created
Triggers when new note created.
Trigger
Scheduled
New Tag Added to Contact
Triggers when a new tag is added to a contact.
Trigger
Scheduled
New Task Created
Triggers when new task created.
Trigger
Scheduled
Opportunity Stage Move
Triggers when an opportunity is moved into a specific stage.
Trigger
Scheduled

Renewal Pipeline Stage Move
Triggers when a renewal pipeline opportunity is moved into a specific stage.
Trigger
Scheduled
Service Pipeline Stage Move
Triggers when an Service Pipeline opportunity is moved into a specific stage.
Trigger
Scheduled

Better Agency
Client Form to create update a client
Scheduled
Action
Better Agency
Prospect Form to create update a prospect
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

Step 1: Authenticate Better Agency 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.