How to connect Plumsail Documents + Keap
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New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).Try ItTriggerInstant
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).Try ItTriggerInstant
Triggers when a new contact is created.Try ItTriggerInstant
Triggers when a new invoice is created.Try ItTriggerInstant
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 ItTriggerInstant
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.
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