PayPal + Keap + Microsoft Excel Integrations
How to connect PayPal + Keap + Microsoft Excel
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Do even more with PayPal + Keap + Microsoft Excel
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with PayPal, Keap, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.
Successful SaleOnly successfully completed payments trigger this.Trigger- Successful SaleOnly successfully completed payments trigger this (with line item support).Trigger
- Refunded SaleOnly refunded payments trigger this.Trigger
- All Merchant TransactionsAll Merchant Transactions, regardless of status, trigger this.Trigger
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
- 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
- Microsoft Excel
Triggers when a new row is added to a worksheet in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new row is added to a table in a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a new worksheet is added to a spreadsheet.
Scheduled
Trigger
- Microsoft Excel
Triggers when a row is added or updated in a worksheet.
Scheduled
Trigger
- Microsoft Excel
Adds a new row to the end of a worksheet.
Scheduled
Action
- Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
Action
- Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
- Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
Action
- Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
- Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action
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How PayPal + Keap + Microsoft Excel Integrations Work
- Step 1: Authenticate PayPal, Keap, and Microsoft Excel.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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