Keap + mfr - field service management
Create customers in mfr - field service management from new contacts in Keap
Effortlessly manage your customer data across platforms with this Keap and mfr - field service management automation. Once set up, every time a new contact is added in Keap, a customer will be created in the mfr - field service management app. Say goodbye to manual data entry and keep your systems synchronized, ensuring smooth business operations and improved customer experience.
Effortlessly manage your customer data across platforms with this Keap and mfr - field service management automation. Once set up, every time a new contact is added in Keap, a customer will be created in the mfr - field service management app. Say goodbye to manual data entry and keep your systems synchronized, ensuring smooth business operations and improved customer experience.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CustomerCreates a customer with a unique customer id in mfr.
ActionWriteCreate a new record or update an existing record in your app.
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New Action Sequence
Triggers 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 planAppointment 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 planTask 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 appFieldRequired
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
New Location (Service Location)
Triggers when new location (service location) is available.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Request StateRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Service Request IDRequired
Current Owner Email
Current Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer NameRequired
Company Id
Company Address
Company Postal
Company City
Company note
Main contact first name company
Main contact last name company
Main contact phone number
Main contacts email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Original Service Request IDRequired
Follow-up Job Name
Follow-up Job Description
Job Template ID
Service Request Type
Clone Comments
Clone Undone and Failed Steps
Clone Items
Clone All Steps
Clone Documents
Clone Tags
Clone Open Appointments
Project Id
StartDateTime
EndDateTime
MFR Username
Product List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ItemType NameRequired
ItemType IdRequired
Price
Costs
ItemType description
ItemType EAN
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Location NameRequired
Location Id
Company Id
AddressRequired
Zip code
City
Country
Contact First Name
Contact Last Name
Location Note
Contact Telephone
Contact Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Time Event TypeRequired
Duration [Minutes]
Start Date Time
End Date Time
Description
Username of TechnicianRequired
Service Request ID
Appointment ID
Longitude
Latitude
Driving Distance
Corrected Time
External ID
Is Approved
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Service Request IDRequired
Job Name
Job Description
Job State
Current Owner Email
Target Time (minutes)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilenameRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company Id
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appServiceObject Id
ServiceObject Name
ActionThis is an event a Zap performs.SearchFind existing data in your appUsername
ActionThis is an event a Zap performs.SearchFind existing data in your app
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 planCompany 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 planOpportunity 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 appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany 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 foundNew Customer
Triggers when new customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Job
Triggers when new job was created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Entity Id (Job)Required
Entity typeRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Appointment typeRequired
Duration [Minutes]Required
Start date timeRequired
End date time
Appointment description
Username of techncianRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer First NameRequired
Customer Last NameRequired
Company Id
Company Address
Company Postal
Company City
Company note
Company note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Offer ID
Service Request ID
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IdRequired
Report definition Code (e.g. R-212)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job NameRequired
Job Id
Customer IdRequired
Job Description
Location Id (Service location)
Job Template
Project Id
TargetTime
StartDateTime
EndDateTime
MFR Username
Produktliste
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity Id (Job)Required
Entity typeRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilenameRequired
FileRequired
Job IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Service Request IDRequired
Dispatch Date
Maximum Results
Search Radius (km)
Include Subcontractors
Preferred Technician ID
Exclude Technician IDs
Return Only Best Match
ActionThis is an event a Zap performs.SearchFind existing data in your appItem Name / Id
ActionThis is an event a Zap performs.SearchFind existing data in your appServiceRequest Id
ServiceRequest State
Expand
Customer
ServiceObject Id
ActionThis is an event a Zap performs.SearchFind existing data in your appExpands
ServiceRequest IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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