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Plumsail Documents + Keap Integrations

How to connect Plumsail Documents + Keap

Zapier lets you send info between Plumsail Documents and Keap automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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Supported triggers and actions

What does this mean?
    • Process NameRequired

    Action
    Write
  • Keap triggers, actions, and search

    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

How Plumsail Documents + Keap Integrations Work

  1. Step 1: Authenticate Plumsail Documents and Keap.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

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
keap logo
keap logo

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

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