Fiverr Workspace + Keap

Create or update Keap contacts when new clients join in Fiverr Workspace

When a new client is added in your Fiverr Workspace, this workflow ensures their details are immediately updated or created in your Keap contact list. This automatic process keeps your contact list current and helps you maintain seamless communication and engagement with your clients. Say goodbye to manual data entry and hello to an efficiently organized contact management system.

When this happens...
New Client
Triggers when a new client is created.
TriggerScheduled
automatically do this!
Create or Update Contact
Creates a new contact or updates an existing contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Client
Triggers when a new client is created.
Trigger
Scheduled
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New Income
Triggers when a new income is created.
Trigger
Scheduled
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New Project
Triggers when a new project is created.
Trigger
Scheduled
Try It
- Merchant
- TotalRequired
- CurrencyRequired
- Purpose
- Paid date
- Project
Action
Write
- TitleRequired
- Description
Action
Write

New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Scheduled
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
- Subscription events this trigger will listen to:Required
Trigger
Instant
Try It
- Tag events this trigger will listen to:Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
Try It
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
Try It
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
- Product NameRequired
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- 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
Action
Write
- Contact Id
- Due DateRequired
- TitleRequired
- User Id
- Description
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- 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 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 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 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
Action
Write
- Company NameRequired
Action
Search
- FieldRequired
- ValueRequired
- 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 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 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 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
Action
Search or write

New Expense
Triggers when a new expense is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
- NameRequired
- Client contact email
- Client contact name
- Street 1
- Street 2
- City
- State
- Zip code
- Country code
Action
Write
- SourceRequired
- Description
- TotalRequired
- Total tax
- CurrencyRequired
- Paid date
- Project
- Category id
Action
Write
New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Scheduled
Try It
- Appointment events this trigger will listen to:Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Note events this trigger will listen to:Required
Trigger
Instant
Try It
- Product events this trigger will listen to:Required
Trigger
Instant
Try It
New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Scheduled
Try It
- Task events this trigger will listen to:Required
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Trigger
Instant
Try It
New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
Try It
- 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
Action
Write
- Contact IdRequired
- BodyRequired
- Title
- Type
- User Id
Action
Write
- Invoice IDRequired
- Product
- Product QuanityRequired
- Price Override
Action
Write
- UserRequired
- ContactsRequired
- SubjectRequired
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company IDRequired
- Company Name
- Email AddressRequired
- 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
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- Invoice IDRequired
Action
Search
- 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
Action
Search or write

About Fiverr Workspace

Fiverr Workspace is freelancing software that helps you run your business from proposal to payment.

Help

Related categories

Proposal & Invoice Management

Similar apps

Zoho Invoice

Proposal & Invoice Management, Zoho

Hiveage

Proposal & Invoice Management

Avaza

Project Management

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.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Fiverr Workspace + Keap

Create or update Keap contacts when new clients join in Fiverr Workspace

New Client

New Income

New Project

Create Expense

Merchant

CurrencyRequired

Purpose

Paid date

Project

Create Task

TitleRequired

Description

New Affiliate

New Company Event

Company events this trigger will listen to:Required

New Invoice Event

Invoice events this trigger will listen to:Required

New Opportunity Event

Opportunity events this trigger will listen to:Required

RandomRequired

New Subscription Event

Subscription events this trigger will listen to:Required

New Tag Event

Tag events this trigger will listen to:Required

Tag (for use with "Tag Applied to Contact" event only)

New Credit Card Charge - Merchant Only

New Manual Payment – (Cash, Check)

New Contact Tag

Tag

Updated Contact

Create Product

Product NameRequired

Active

Product Description

Product Price

Product Short Description

SKU

Subscription Only

Create Invoice

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

Create Task

Contact Id

Due DateRequired

TitleRequired

User Id

Description

Remove Tag From Contact

ContactRequired

TagsRequired

Tag Contact

ContactRequired

TagsRequired

Create or Update Contact