Kustomer + Keap Integrations
How to connect Kustomer + Keap
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Conversation CreatedTriggers when a new conversation is created.Trigger- Conversation UpdatedTriggers when a conversation is updated.Trigger
- Customer CreatedTriggers when a new customer is created.Trigger
- Customer UpdatedTriggers when a customer is updated.Trigger
- Message CreatedTriggers when a new message is created.Trigger
- Message UpdatedTriggers when a message is updated.Trigger
- Create ConversationCreates a ConversationAction
- Create CustomerCreate a new customer in KustomerAction
- Kustomer
Creates a Note
Scheduled
Action
- Kustomer
Creates a User
Scheduled
Action
- Kustomer
Update a Conversation
Scheduled
Action
- Kustomer
Update an existing customer in Kustomer
Scheduled
Action
- Kustomer
Finds a Conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
- Kustomer
Finds a conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
- Keap
Triggers when a tag is added to a contact the first time.
Scheduled
Trigger
- Keap
Triggers when a new contact is created.
Instant
Trigger
- Keap
Triggers when a new credit card charge is made. (Merchant Only).
Instant
Trigger
- Keap
Triggers when a new invoice is created.
Instant
Trigger
- Keap
Triggers when a New Manual Payment is added. (Cash or Check).
Instant
Trigger
- Keap
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Instant
Trigger
- Keap
Triggers when a new task is created.
Instant
Trigger
- Keap
Triggers when an existing contact is updated.
Instant
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
How Kustomer + Keap Integrations Work
- Step 1: Authenticate Kustomer and Keap.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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