1.Detect new tag added
Integrate Keap and contact detail fields to capture installation tag context for billing review notes.
Create payment notes row for billing and reconciliation teams
Automatically monitor installation tag events across Keap and finance worksheets. Create invoice query rows when installation tags get added, service identifiers appear, or payment notes arriveβso you can format install dates, populate billing fields, and review accounts without manual spreadsheet updates.
How this automation protects faster billing review
When a new tag gets added in Keap, reconciliation teams face delays and inconsistent notes when updates land in the wrong place. This automation pulls installation details, formats the install date, and appends a new row to your finance worksheetβso your team can review billing faster.
Keapor swap with your favorite app
2.Pull contact and payment details
Integrate Keap and contact records to retrieve contact name, email, payment notes, service identifier, and install date.
3.Format install date output
Integrate Formatter by Zapier and date tools to convert the install date to DD-MM-YY for the finance worksheet.
Formatter by Zapieror swap with your favorite app
4.Append invoice query row
Integrate Google Sheets and spreadsheet mapping to add a new billing row with date, service ID, contact, location, and notes.
Google Sheetsor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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