JustCall + Keap

JustCall + Keap integrations

Create notes in Keap from new call ai reports generated in JustCall sales dialer

When a Call AI report is generated in JustCall, this workflow promptly creates a corresponding note in Keap. This enables you to keep track and document your call reports seamlessly within the Keap app. Serving as a bridge between JustCall and Keap, this automation enhances your record-keeping efficiency and ensures no important call data slips through the cracks.

When this happens...
Call AI Report Generated (Sales Dialer)Triggers when the AI-powered insights for a Sales Dialer call are generated
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Create NoteCreates a new note on a contact record
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More things you can do with JustCall and Keap

Discover other triggers and actions you can use with JustCall and Keap

AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
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Instant
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Call Answered
Triggers when a call answered an queue.
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Instant
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Call Initiated
Triggers when a call initiated from JustCall.
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Instant
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[Legacy] Incoming Call
Triggers for a new incoming call
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Instant
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Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Trigger
Instant
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Missed Call
Trigger when an incoming call is missed
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Instant
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Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
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Instant
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New Contact
Triggers when a new contact is added to your JustCall address book.
Trigger
Polling
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[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Polling
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Call AI Report Generated (Sales Dialer)
Triggers when the AI-powered insights for a Sales Dialer call are generated
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Instant
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SMS Received
Triggers when an SMS is received in JustCall (incoming only)
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Instant
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Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
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Instant
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- Campaign
  Required
- Phone
  Required
- First Name
- Last Name
- Email
Action
Write
- Call Id
  Required
Action
Write
- Customer/Client Number
  Required
- JustCall Number
- Country Code
Action
Write
- firstname
  Required
- lastname
- phone
  Required
- email
- company
- notes
- Agent ID
Action
Write
- To Number
  Required
- From
  Required
- Body
- Media Links
  Required
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
- Media Links
  Required
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
Action
Write
- Contact ID
- phone
- email
Action
Search
New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Polling
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- Appointment Trigger Requirement
- Appointment events this trigger will listen to:
  Required
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Instant
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New Contact
Triggers when a new contact is created.
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Instant
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- Note events this trigger will listen to:
  Required
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Instant
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- Product events this trigger will listen to:
  Required
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Instant
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New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Polling
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- Task events this trigger will listen to:
  Required
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Instant
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New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
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Instant
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New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
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Instant
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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.
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Instant
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
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- Product Name
  Required
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- Contact ID
  Required
- Lead Affiliate Id
- Order Date
  Required
- Product Id
  Required
- Product Quantity
  Required
- Price Override
- Order Title
  Required
- Order Type
  Required
- 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 Date
  Required
- Title
  Required
- User Id
- Description
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Email or Phone Required
- Check for Duplicates Using
  Required
- 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
Action
Write
- Company Name
  Required
Action
Search
- Field
  Required
- Value
  Required
- Email or Phone Required
- Check for Duplicates Using
  Required
- 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
Action
Search or write

Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Trigger
Instant
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Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Trigger
Instant
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Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Trigger
Instant
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Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Trigger
Instant
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New Incoming Call
Triggers for a new incoming call
Trigger
Instant
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New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Trigger
Polling
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[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Trigger
Polling
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SMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Trigger
Instant
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New Voicemail
Triggers whenever there is a new voicemail
Trigger
Instant
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SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Trigger
Instant
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SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Trigger
Instant
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[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Trigger
Instant
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- Campaign
  Required
- Phone
  Required
- First Name
- Last Name
- Email
Action
Write
- AI Agent ID
  Required
- Contact Number
  Required
- Has Consent
  Required
- Dynamic Variables
Action
Write
- Customer/Client Number
  Required
- JustCall Number
Action
Write
- Campaign ID
  Required
- Phone
  Required
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
- Date & Time
  Required
- Offset (in minutes)
Action
Write
- To Number
  Required
- From
  Required
- Body
  Required
Action
Write
- Contact id
  Required
- First Name
  Required
- Last Name
- Phone Number
  Required
- Email
- Company
- Notes
- Other Phone Label
- Other Phone Number
Action
Write
- phone
  Required
Action
Search
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Polling
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- Company events this trigger will listen to:
  Required
Trigger
Instant
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- Invoice events this trigger will listen to:
  Required
Trigger
Instant
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- Opportunity events this trigger will listen to:
  Required
- Random
  Required
Trigger
Instant
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- Subscription events this trigger will listen to:
  Required
Trigger
Instant
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- Tag events this trigger will listen to:
  Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
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New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
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New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
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- Contact Tag Sync Interval
- Tag
Trigger
Instant
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New Refund
Triggers when a new refund is created.
Trigger
Polling
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Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
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- Company Name
  Required
- 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 Id
  Required
- Body
  Required
- Title
- Type
- User Id
Action
Write
- Invoice ID
  Required
- Product
- Product Quanity
  Required
- Price Override
Action
Write
- User
  Required
- Contacts
  Required
- Subject
  Required
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company ID
  Required
- 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
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Company Name
  Required
- 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 JustCall

JustCall helps sales and support teams to connect easily with their leads & customers. We provide a cloud based service that allows you to make calls and send text messages.

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Related categories

Phone & SMS

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.

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Related categories

CRM (Customer Relationship Management)

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Create or update Keap contacts when new JustCall calls are initiated