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Quickly connect BoondManager to Keap with a Zapier template.

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Create BoondManager companies from new Keap contacts
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Keap + BoondManager

Create BoondManager companies from new Keap contacts

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Keap + BoondManager

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1. Choose trigger event

2. Choose action

1. Select the event

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from BoondManager.

Add your action

An action happens after the trigger—such as "Create Product" in Keap.

You’re connected!

Zapier seamlessly connects BoondManager and Keap, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Company
ADMIN ONLY: Triggers when a new company is created
Trigger
Instant
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Company Updated
ADMIN ONLY: Triggers when a company is updated
Trigger
Instant
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Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Trigger
Instant
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New Contact
ADMIN ONLY: Triggers when a new contact is created
Trigger
Instant
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New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Trigger
Instant
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New Resource
ADMIN ONLY: Triggers when a new resource is created
Trigger
Instant
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Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Trigger
Instant
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Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Trigger
Instant
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- Contact id
  Required
- Action typeOf
- Action text
  Required
- Start date
- Id responsable action
- Dictionary Language
Action
Write
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
Action
Write
- Contact id
- Contact Company id
- Title
  Required
- Description
- Criteria
- Reference
- State
- Type of
- Origin typeOf
- Origin detail
- Expertise area
- Activity Areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start Date
- Dictionary Language
Action
Write
- Parent ID
  Required
- Parent type
  Required
- File URL
Action
Write
- Candidate Id
  Required
- First name
- Last name
- Civility
- State
- Email1
- Phone1
- Address
- Postcode
- City
- Country
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Contact id
  Required
- Company id
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Dictionary Language
Action
Write
- Resource id
  Required
- Civility
- First name
  Required
- Last name
  Required
- Type of
- Title
- State
- Email1
  Required
- Email2
- Email3
- Phone1
- Phone2
- Phone3
- Address
- Postcode
- Town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Date of availability
- Information comments
- Dictionary Language
Action
Write
- Company id
- Company Name
Action
Search
- Log id
  Required
Action
Search
- Candidate email
- First name
  Required
- Last name
  Required
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Source (Type)
- Source (detail)
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Search or write
- Contact Email
- Company id
  Required
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Search or write
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Polling
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- Company events this trigger will listen to:
  Required
Trigger
Instant
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- Invoice events this trigger will listen to:
  Required
Trigger
Instant
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- Opportunity events this trigger will listen to:
  Required
- Random
  Required
Trigger
Instant
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- Subscription events this trigger will listen to:
  Required
Trigger
Instant
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- Tag events this trigger will listen to:
  Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
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New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
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New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
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- Contact Tag Sync Interval
- Tag
Trigger
Instant
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New Refund
Triggers when a new refund is created.
Trigger
Polling
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Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
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- Company Name
  Required
- 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
Action
Write
- Contact Id
  Required
- Body
  Required
- Title
- Type
- User Id
Action
Write
- Invoice ID
  Required
- Product
- Product Quanity
  Required
- Price Override
Action
Write
- User
  Required
- Contacts
  Required
- Subject
  Required
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company ID
  Required
- 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
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Company Name
  Required
- 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
Action
Search or write

Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Trigger
Instant
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Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Trigger
Instant
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New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Trigger
Instant
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New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Trigger
Instant
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New Project
ADMIN ONLY: Triggers when a new project is created
Trigger
Instant
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New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Trigger
Instant
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Project Updated
ADMIN ONLY: Triggers when a project is updated
Trigger
Instant
Try It
- Candidate id
  Required
- Action typeOf
  Required
- Action text
- Start date
  Required
- Id responsable action
- Dictionary Language
Action
Write
- First name
  Required
- Last name
  Required
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Source (Type)
- Source (detail)
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Company id
  Required
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Civility
- First name
  Required
- Last name
  Required
- Type of
- Title
- State
- Email1
  Required
- Email2
- Email3
- Phone1
- Phone2
- Phone3
- Address
- Postcode
- Town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Information comments
- Facebook URL
- Viadeo URL
- Linkedin URL
- Twitter URL
- Main manager id
- HR manager id
- Agency id
- Contract typeOf
- Employee category
- Classification
- Contract start date
- Contract end date
- Contract probation end date
- Contract renewal probation end date
- Monthly salary
- Average Daily Cost
- Contract information comments
- Dictionary Language
Action
Write
- API Endpoint
  Required
- HTTP Method
  Required
- Request Body (JSON)
Action
Write
- company id
  Required
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (Detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Staff
- Dictionary Language
Action
Write
- Opportunity id
  Required
- Title
  Required
- Description
- Criteria
- Reference
- State
- Type of
- Origin typeOf
- Origin detail
- Expertise area
- Activity Areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start Date
- Dictionary Language
Action
Write
- Candidate email
Action
Search
- Contact Email
Action
Search
- Resource email
Action
Search
- Company id
- Company Name
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
Action
Search or write
New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Polling
Try It
- Appointment Trigger Requirement
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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- Note events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Product events this trigger will listen to:
  Required
Trigger
Instant
Try It
New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Polling
Try It
- Task events this trigger will listen to:
  Required
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Trigger
Instant
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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
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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.
Trigger
Instant
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
- Product Name
  Required
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- Contact ID
  Required
- Lead Affiliate Id
- Order Date
  Required
- Product Id
  Required
- Product Quantity
  Required
- Price Override
- Order Title
  Required
- Order Type
  Required
- 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
Action
Write
- Contact Id
- Due Date
  Required
- Title
  Required
- User Id
- Description
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Email or Phone Required
- Check for Duplicates Using
  Required
- 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
Action
Write
- Company Name
  Required
Action
Search
- Field
  Required
- Value
  Required
- Email or Phone Required
- Check for Duplicates Using
  Required
- 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
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect BoondManager and Keap to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Keap on the Zapier blog

Make work flow with AI

Level up your BoondManager to Keap integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About BoondManager

BoondManager is an ERP made for Consultancy and Services company. It helps you manage your recruitment, HR, CRM, Projects, Timesheets, Expenses, Leaves Balance and Billing!

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect BoondManager and Keap to unlock the power of automation

Set up your first integration

Create BoondManager companies from new Keap contacts

Create BoondManager companies from new Keap contacts

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect BoondManager and Keap to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Keap on the Zapier blog

5 Keap automation ideas

Make work flow with AI

Connect BoondManager to Keap on the world's largest no-code automation platform