Keap + Wicked Reports Integrations
How to connect Keap + Wicked Reports
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Tag Added to ContactTriggers when a tag is added to a contact the first time.Trigger- New ContactTriggers when a new contact is created.Trigger
- New Credit Card Charge - Merchant OnlyTriggers when a new credit card charge is made. (Merchant Only).Trigger
- New InvoiceTriggers when a new invoice is created.Trigger
- New Manual Payment – (Cash, Check)Triggers when a New Manual Payment is added. (Cash or Check).Trigger
- 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
- New TaskTriggers when a new task is created.Trigger
- Updated ContactTriggers when an existing contact is updated.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
- Wicked Reports
Insert a new captured click.
Scheduled
Action
- Wicked Reports
Create a new contact.
Scheduled
Action
- Wicked Reports
Insert a new order.
Scheduled
Action
How Keap + Wicked Reports Integrations Work
- Step 1: Authenticate Keap and Wicked Reports.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.
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