Plumsail Documents + Keap Integrations

How to connect Plumsail Documents + Keap

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Choose an Action

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
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- TagRequired
Trigger
Scheduled
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
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

- Company NameRequired
Action
Write
- Contact IdRequired
- BodyRequired
- Title
- Type
- User Id
Action
Write

- Invoice IDRequired
- Product
- Product QuanityRequired
- Price Override
  Specify a price to charge for this product. This will override the current price in Keap.
Action
Write
- How To Check For DuplicatesRequired
  If a match is found using the option provided, the existing contact will be updated. Otherwise a new contact will be created.
- Email 1Required
- Opt-In
  Has this person opted-in to receiving marketing communications from you? Chose "true" to send them email through Keap.
- First Name
- Last Name
- Middle Name
- Tags
  This field will only add tags. Leaving this field blank during an update will not remove the current tags.
- Title
- Suffix
- Company
  This can be a Company ID or a Company Name.
- Job Title
- Website
- Email 2
- Email 3
- Phone1 Number
- Phone1 Type
- Phone2 Number
- Phone2 Type
- Phone3 Number
- Phone3 Type
- Phone4 Number
- Phone4 Type
- Phone5 Number
- Phone5 Type
- Billing Address Country Code
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Shipping Address Country Code
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Other Address Country Code
- Other Address Street (Line 1)
- Other Address Street (Line 2)
- Other Address City
- Other Address State
- Other Address Zip Code
- Birthday
- Anniversary
- Spouse Name
- Facebook
- Linked In
- Twitter
Action
Write
- Company NameRequired
Action
Search

- Process NameRequired
Action
Write
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
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
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
- Contact IDRequired
- Order DateRequired
- Product
- Product QuantityRequired
- Price Override
  Specify a price to charge for this product. This will override the current price in Keap.
Action
Write
- Contact Id
- Due DateRequired
- TitleRequired
- User Id
- Description
Action
Write
- ContactRequired
- TagsRequired
Action
Write
- FieldRequired
- ValueRequired
Action
Search
- Company NameRequired
Action
Search or write

How Plumsail Documents + Keap Integrations Work

Step 1: Authenticate Plumsail Documents 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.

Connect apps

Connect Plumsail Documents + Keap

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

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.

Learn more

Related categories

CRM (Customer Relationship Management)

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Plumsail Documents + Keap Integrations

How to connect Plumsail Documents + Keap

Connect your apps and automate workflows

Process Finished

Tag Added to Contact

TagRequired

New Credit Card Charge - Merchant Only

New Manual Payment – (Cash, Check)

New Task

Create Company

Company NameRequired

Create Note

Contact IdRequired

BodyRequired

Title

Type

User Id

Add a Product to an Invoice

Invoice IDRequired

Product

Product QuanityRequired

Price Override

Create or Update Contact

How To Check For DuplicatesRequired

Email 1Required

Opt-In

First Name

Last Name

Middle Name

Tags

Title

Suffix

Company

Job Title

Website

Email 2

Email 3

Phone1 Number

Phone1 Type

Phone2 Number

Phone2 Type

Phone3 Number

Phone3 Type

Phone4 Number

Phone4 Type

Phone5 Number

Phone5 Type

Billing Address Country Code

Billing Address Street (Line 1)

Billing Address Street (Line 2)

Billing Address City

Billing Address State

Billing Address Zip Code

Shipping Address Country Code

Shipping Address Street (Line 1)

Shipping Address Street (Line 2)

Shipping Address City

Shipping Address State

Shipping Address Zip Code

Other Address Country Code

Other Address Street (Line 1)

Other Address Street (Line 2)

Other Address City

Other Address State

Other Address Zip Code

Birthday

Anniversary

Spouse Name

Facebook

Linked In

Twitter

Find Company

Company NameRequired

Start Process

Process NameRequired

New Contact

New Invoice

New Payment (All Payment Type)

Updated Contact

Create Invoice