Keap + Schedule It

Keap + Schedule It integrations

Create a Schedule It resource when a Keap contact is updated

Streamline your contact management and appointment scheduling process with this Keap and Schedule It integration. When a contact is updated in Keap, this workflow automatically creates a new resource in Schedule It, ensuring consistency between your contacts and appointments. This seamless process allows you to focus on growing your business while efficiently handling your contact and schedule updates.

When this happens...
Updated ContactTriggers when an existing contact is updated.
TriggerInstant
automatically do this!
Create ResourceCreates a new resource in a group you specify.
ActionWrite

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More things you can do with Keap and Schedule It

Discover other triggers and actions you can use with Keap and Schedule It

New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Polling
Try It
- Appointment Trigger Requirement
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Note events this trigger will listen to:
  Required
Trigger
Instant
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- Product events this trigger will listen to:
  Required
Trigger
Instant
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New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Polling
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
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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.
Trigger
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.
Trigger
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
- Which Resources Schedule?
  Required
Trigger
Instant
Try It
- Which Resources Schedule?
  Required
Trigger
Instant
Try It
New Resource
Triggers when a new resource is added.
Trigger
Instant
Try It
Updated Resource
Triggers when a resources details are updated.
Trigger
Instant
Try It
- Name
  Required
- Group ID
  Required
- Email Address
- Can Be Double Booked
- Warn if Double Booked
- Details 1
- Details 2
- Details 3
- Details 4
- Details 5
- Details 6
- Details 7
- Details 8
- Details 9
- Details 10
- Map Location
- Map Location Is a Destination
- Background Color
- Text Color
Action
Write
- Existing Event/Task
  Required
Action
Write
- Existing Resource
  Required
- Name
- Group ID
- Email Address
- Can Be Double Booked
- Warn if Double Booked
- Details 1
- Details 2
- Details 3
- Details 4
- Details 5
- Details 6
- Details 7
- Details 8
- Details 9
- Details 10
- Map Location
- Text Color
- Background Color
Action
Write
- Search Type
  Required
- Name
- Id
Action
Search

New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Polling
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
- Random
  Required
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
- Contact Tag Sync Interval
- Tag
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created.
Trigger
Polling
Try It
Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
Try It
- 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
- Which Resources Schedule?
  Required
Trigger
Instant
Try It
- Which Resources Schedule?
  Required
Trigger
Instant
Try It
Deleted Resource
Triggers when a resource is deleted.
Trigger
Instant
Try It
- Resource Schedule
  Required
- Start Date & Time
- End Date & Time
- Title/Subject
- Notes
- Location
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Background Color
- Text Color
Action
Write
- Resource Schedule
  Required
- Start Date/Time
- Title/Subject
- Notes
- Location
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
Action
Write
- Existing Event/Task
  Required
- Resource Schedule
- Start Date & Time
- End Date & Time
- Title/Subject
- Notes
- Location
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Background Color
- Text Color
Action
Write
- Search Type (for text fields)
  Required
- Id
- Starting Date Range
- Ending Date Range
- Title
- Tagged Resource ID
- Notes
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
Action
Search

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.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Schedule It

Schedule it - A software tool which helps you schedule your resources, teams, equipment, rooms, and projects all in one place.

HelpHelp

Related categories

Scheduling & Booking