How to connect TrainHeroic + Keap
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- Athlete Accepts 1:1 InvitationTriggers when an athlete you coach 1:1 accepts an invitation.Trigger
- Athlete Cancels Team SubscriptionTriggers when an athlete leaves any team.Trigger
- Athlete Accepted an Invitation to Join TeamTriggers when an athlete joins a team using an invitation.Trigger
- Marketplace - Trial ConvertedTriggers when an athlete trial converts to paid.Trigger
- Marketplace - Trial Did Not ConvertTriggers when an athlete trial fails to convert to paid.Trigger
- Marketplace - New Program SaleTriggers when there's a new athlete program purchase.Trigger
- Marketplace - New Team Sale Without a Prior TrialTriggers when there's a new athlete team purchase without a prior trial.Trigger
- Marketplace - New Trial StartedTriggers when a new athlete trial is started.Trigger
- Keap
Triggers when a tag is added to a contact the first time.
Scheduled
Trigger
- Keap
Triggers when a new contact is created.
Instant
Trigger
- Keap
Triggers when a new credit card charge is made. (Merchant Only).
Instant
Trigger
- Keap
Triggers when a new invoice is created.
Instant
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
How TrainHeroic + Keap Integrations Work
- Step 1: Authenticate TrainHeroic 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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