JustCall + Keap
Create notes in Keap from new call ai reports generated in JustCall sales dialer
When a Call AI report is generated in JustCall, this workflow promptly creates a corresponding note in Keap. This enables you to keep track and document your call reports seamlessly within the Keap app. Serving as a bridge between JustCall and Keap, this automation enhances your record-keeping efficiency and ensures no important call data slips through the cracks.
When a Call AI report is generated in JustCall, this workflow promptly creates a corresponding note in Keap. This enables you to keep track and document your call reports seamlessly within the Keap app. Serving as a bridge between JustCall and Keap, this automation enhances your record-keeping efficiency and ensures no important call data slips through the cracks.
- When this happens...
Call AI Report Generated (Sales Dialer)Triggers when the AI-powered insights for a Sales Dialer call are generated
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create NoteCreates a new note on a contact record
ActionWriteCreate a new record or update an existing record in your app.
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AI Voice Agent Data Generated for Call
Trigger is only applicable for calls picked up by the JustCall AI Voice Agent and provides data associated with and collected by the Voice Agent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Answered
Triggers when a call answered an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Initiated
Triggers when a call initiated from JustCall.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.[Legacy] Incoming Call
Triggers for a new incoming call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Incoming Caller Exits Queue
Triggers when an incoming call exits an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Missed Call
Trigger when an incoming call is missed
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Completed
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is added to your JustCall address book.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan[Legacy] New Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCall AI Report Generated (Sales Dialer)
Triggers when the AI-powered insights for a Sales Dialer call are generated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Received
Triggers when an SMS is received in JustCall (incoming only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Updated
Triggers when a call is updated(This event will only contain the keys for which the values of a call are actually updated).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
PhoneRequired
First Name
Last Name
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Call IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer/Client NumberRequired
JustCall Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Campaign IDRequired
PhoneRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
Date & TimeRequired
Offset (in minutes)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact idRequired
First NameRequired
Last Name
Phone NumberRequired
Email
Company
Notes
Other Phone Label
Other Phone Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.phoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity events this trigger will listen to:Required
RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Subscription events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Tag events this trigger will listen to:Required
Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Tag Sync Interval
Tag
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a new refund is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOpportunity Stage Moved
Triggers when an opportunity stage is moved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
BodyRequired
Title
Type
User Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
Product
Product QuanityRequired
Price Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
ContactsRequired
SubjectRequired
HTML Content
Plain Text Content
Email Address Field
Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Email Address
Website
Notes
Opt-In
Address Country Code
Address Street (Line 1)
Address Street (Line 2)
Address City
Address State
Address Zip Code
Address Zip Four
Phone Number
Phone Extension
Phone Type
Phone Number
Phone Extension
Phone Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FieldRequired
ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
Country Code (e.g., "USA")
Address Line 1
Address Line 2
Locality
Region (e.g., "US-CA")
Zip Code
Zip Four
Phone Number
Phone Ext
Notes
Email Address
Fax Number
Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Call AI Report Generated
Triggers when the AI-powered insights for a JustCall call are generated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Completed (Sales Dialer)
Triggers when a call is completed in Sales Dialer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call Updated (Sales Dialer)
Triggers when a call is updated in Sales Dialer(This event will only contain the keys for which the values of a call are actually updated).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Incoming Caller Enters Queue
Triggers when an incoming call enters an queue.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Incoming Call
Triggers for a new incoming call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan[Legacy] Call Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSMS Sent or Received
Triggers when a new text is sent from (or received on) your JustCall numbers
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Voicemail
Triggers whenever there is a new voicemail
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Delivery Status Updated
Triggers when an outgoing SMS gets delivered
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SMS Sent
Triggers when an SMS is sent via JustCall (outgoing only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.[Legacy] Call Updated
Triggers when you add/update notes and disposition codes for a particular call
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CampaignRequired
PhoneRequired
First Name
Last Name
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer/Client NumberRequired
JustCall Number
Country Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.firstnameRequired
lastname
phoneRequired
email
company
notes
Agent ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
Body
Media LinksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
Media LinksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
FromRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
phone
email
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAppointment Trigger Requirement
Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription Plan
Triggers when a new Subscription Plan is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTask events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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 ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product NameRequired
Active
Product Description
Product Price
Product Short Description
SKU
Subscription Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Lead Affiliate Id
Order DateRequired
Product IdRequired
Product QuantityRequired
Price Override
Order TitleRequired
Order TypeRequired
Promo Codes
Sales Affiliate Id
Company
Country Code (e.g., USA)
First Name
Is Invoice to Company
Last Name
Address Line 1
Address Line 2
Locality
Middle Name
Phone
Region (e.g., US-CA)
Zip Code
Zip Four
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Id
Due DateRequired
TitleRequired
User Id
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email or Phone Required
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Fields Required
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Fields Required
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Fields Required
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFieldRequired
ValueRequired
Email or Phone Required
Check for Duplicates UsingRequired
Email Address 1
Opt In
Last Name
First Name
Tag IDs
Anniversary Date (format: YYYY-MM-DD)
Birth Date (format: YYYY-MM-DD)
Company Name
Company ID
Contact Type
Job Title
Lead Source ID
Middle Name
Origin IP Address
Owner ID
Preferred Locale
Preferred Name
Prefix
Source Type
Spouse Name
Suffix
Time Zone
Website
Keap Source ID
UTM Campaign
UTM Content
UTM Medium
UTM Source
UTM Term
Billing Address Fields Required
Billing Address Country Code (e.g., USA)
Billing Address Line 1
Billing Address Line 2
Billing Address City
Billing Address Postal Code
Billing Address Region (e.g., US-CA)
Billing Address Zip Code
Billing Address Zip Four
Shipping Address Fields Required
Shipping Address Country Code (e.g., USA)
Shipping Address Line 1
Shipping Address Line 2
Shipping Address City
Shipping Address Postal Code
Shipping Address Region (e.g., US-CA)
Shipping Address Zip Code
Shipping Address Zip Four
Other Address Fields Required
Other Address Country Code (e.g., USA)
Other Address Line 1
Other Address Line 2
Other Address City
Other Address Postal Code
Other Address Region (e.g., US-CA)
Other Address Zip Code
Other Address Zip Four
Email Address 2
Email Address 3
Phone 1 Number
Phone 1 Type
Phone 1 Extension
Phone 2 Number
Phone 2 Type
Phone 2 Extension
Phone 3 Number
Phone 3 Type
Phone 3 Extension
Phone 4 Number
Phone 4 Type
Phone 4 Extension
Phone 5 Number
Phone 5 Type
Phone 5 Extension
Fax 1 Number
Fax 1 Type
Fax 2 Number
Fax 2 Type
Facebook Account
LinkedIn Account
Twitter Account
Instagram Account
Snapchat Account
YouTube Account
Pinterest Account
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About JustCall
Related categories
About Keap
Related categories
Related Zap Templates
- Send a text message in JustCall for updated contacts in Keap
- Create new contacts in Keap and send multimedia text messages with JustCall
- Create text messages in JustCall for new contacts in Keap
- Update Keap contacts and add them to JustCall sales dialer campaigns
- Manage new JustCall incoming calls by creating or updating contacts in Keap