Create integrations between OrbisX and Keap to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Completed Event Hook
Triggers when an event is completed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Get POS Items
Triggers when a list of available POS items is required.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Booking Request Received
Triggers when a new booking request is received
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Clients Hook
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Estimate Hook
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Events Hook
Triggers when a new event is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Expense Hook
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Invoice Hook
Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Leads
Triggers when a new leads are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Tag Added to Client
Triggers when a tag or label is added to a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Removed From Client
Triggers when a tag or label is removed from a client
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Invoice Hook
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AmountRequired
- CategoryRequired
- Vendor/SupplierRequired
- New Client Name
- Existing Client
- Reference Number
- Expense Date
- Notes
- Tax Label
- Currency Code
- Expense Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Message TypeRequired
- Message ContentRequired
- Client's Phone or EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact / Full NameRequired
- Phone
- Email
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact / Full NameRequired
- Phone
- Email
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Notes
- Tag
- Source
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 Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - 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. - Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Appointment 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 ZapScheduledZapier checks for new data every 15 min on the Free plan - Appointment 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. - Opportunity 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
- TitleRequired
- 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 IdRequired
- Product QuantityRequired
- 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 NameRequired
- Email AddressRequired
- 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 app- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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.Search or writeFind existing data in your app, or create a new record if no data is found
- Deleted Event Hook
Triggers when an event is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Clients
Triggers when a new clients are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Estimate
Triggers when a new estimate is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Events
Triggers when a new events are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Expense
Triggers when a new expense is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice Hook Event Completed
Triggers when an event is completed and sends each of the invoices attached to an event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Leads Hook
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment Hook
Triggers when a new payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Added to Lead
Triggers when a tag or label is added to a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Tag Removed From Lead
Triggers when a tag or label is removed from a lead
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Events Hook
Triggers when an event is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Assigned Staff MemberRequired
- Event DateRequired
- Event TimeRequired
- TitleRequired
- Details
- Price
- Duration (minutes)
- Service ID
- Existing Client
- New Client Name
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact / Full NameRequired
- Initial Interest
- Company
- Phone
- Email
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Lead Value ($)
- Notes
- Source
- Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Lead ID
- Email
- Phone
- Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact / Full NameRequired
- Phone
- Email
- Tag
- Vehicle Year
- Vehicle Make
- Vehicle Model
- Initial Interest
- Company
- Website
- Address
- City
- State/Province
- Zip/Postal Code
- Country
- Lead Value ($)
- Notes
- Source
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 Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Appointment events this trigger will listen to:Required
- RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Appointment 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. - Tag (for use with "Tag Applied to Contact" event only)
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 IDRequired
- 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.- 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
- Company IDRequired
- 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 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 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 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 app- FieldRequired
- ValueRequired
- 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
- Company IDRequired
- 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 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 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 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