Keap + Mercury Connect
Attach persons to opportunities in Mercury Connect for new contacts in Keap
Effortlessly connect your Keap and Mercury Connect contacts using this efficient workflow. When a new contact is added in Keap, they will be instantly attached to an opportunity in Mercury Connect. Streamline your contact management process, save time, and ensure crucial connections are effectively tracked and organized.
Effortlessly connect your Keap and Mercury Connect contacts using this efficient workflow. When a new contact is added in Keap, they will be instantly attached to an opportunity in Mercury Connect. Streamline your contact management process, save time, and ensure crucial connections are effectively tracked and organized.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Attach a Person to an OpportunityAttaches an existing person to an opportunity.
ActionWriteCreate a new record or update an existing record in your app.
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New 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 foundOpportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person IdRequired
Title
Email
First Name
Last Name
Middle Name
Salutation
Gender
Date of Birth
Marital Satus
Home Phone
Mobile
Business Phone
Mailing Address?
Address Type
Address Format
Floor Number
Unit Number
Building Name
Street Number
Street Name or PO Box
Street Type
City
State
Postcode
Country
Address Effective From
Address Effective To
Housing Situation
Permanent Australian Resident
Status
Country of Residence
Employer Company
Occupation
Job Title
Employment Status
Employment Commenced
Annual Income
Drivers Licence Number
Drivers Licence Expiry
Drivers Licence State
Categories
No Email Marketing
Mark as Private
Email Bounced
Add to DMH
Relationship Manager
Type
Amount
Frequency
Commenced
Comments
Type
Repayment
Frequency
Balance
Credit Limit
Comments
Note Pad
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IdRequired
RelationshipRequired
Opportunity IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Email Address
Virtual Branch
Title
EmailRequired
First NameRequired
Last Name
Middle Name
Salutation
Gender
Date of Birth
Marital Satus
Home Phone
Mobile
Business Phone
Mailing Address?
Address Type
Address Format
Floor Number
Unit Number
Building Name
Street Number
Street Name or PO Box
Street Type
City
State
Postcode
Country
Address Effective From
Address Effective To
Housing Situation
Permanent Australian Resident
Status
Country of Residence
Employer Company
Occupation
Job Title
Employment Status
Employment Commenced
Annual Income
Drivers Licence Number
Drivers Licence Expiry
Drivers Licence State
Categories
No Email Marketing
Mark as Private
Email Bounced
Relationship Manager
Type
Amount
Frequency
Commenced
Comments
Type
Repayment
Frequency
Balance
Credit Limit
Comments
Note Pad
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
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 foundOpportunity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Virtual Branch
Title
EmailRequired
First NameRequired
Last Name
Middle Name
Salutation
Gender
Date of Birth
Marital Satus
Home Phone
Mobile
Business Phone
Mailing Address?
Address Type
Address Format
Floor Number
Unit Number
Building Name
Street Number
Street Name or PO Box
Street Type
City
State
Postcode
Country
Address Effective From
Address Effective To
Housing Situation
Permanent Australian Resident
Status
Country of Residence
Employer Company
Occupation
Job Title
Employment Status
Employment Commenced
Annual Income
Drivers Licence Number
Drivers Licence Expiry
Drivers Licence State
Categories
No Email Marketing
Mark as Private
Email Bounced
Relationship Manager
Type
Amount
Frequency
Commenced
Comments
Type
Repayment
Frequency
Balance
Credit Limit
Comments
Note Pad
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Virtual Branch
NameRequired
Advisor
Admin
Supervisor
Current Status
Lead Source
Internal Reference
Opportunity Type
Lender
Loan Amount
Existing Amount
Security Value
Lmi
Brokerage
Doc Fee
Origination Fee
Status Notes
Transaction Type
Lender Reference
Apply Online Id
Finance Date
Deposit Due Date
Settlement Date
Settlement Date Confirmed?
Interest Only Expiry Date
Fixed/Intro Rate Expiry
Notepad Text
Categories
Primary Applicant Id
Second Applicant Id
Second Applicant Relationship
Third Applicant Id
Third Applicant Relationship
Type
Security
Value
Type
Balance
Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IdRequired
Name
Advisor
Admin
Supervisor
Current Status
Lead Source
Internal Reference
Opportunity Type
Lender
Loan Amount
Existing Amount
Security Value
Lmi
Brokerage
Origination Fee
Doc Fee
Status Notes
Transaction Type
Lender Reference
Apply Online Id
Finance Date
Deposit Due Date
Settlement Date
Settlement Date Confirmed?
Interest Only Expiry Date
Fixed/Intro Rate Expiry
Notepad Text
Categories
Primary Applicant Id
Second Applicant Id
Second Applicant Relationship
Third Applicant Id
Third Applicant Relationship
Type
Security
Value
Type
Balance
Limit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity NameRequired
Virtual Branch
NameRequired
Advisor
Admin
Supervisor
Current Status
Lead Source
Internal Reference
Opportunity Type
Lender
Loan Amount
Existing Amount
Security Value
Lmi
Brokerage
Doc Fee
Origination Fee
Status Notes
Transaction Type
Lender Reference
Apply Online Id
Finance Date
Deposit Due Date
Settlement Date
Settlement Date Confirmed?
Interest Only Expiry Date
Fixed/Intro Rate Expiry
Notepad Text
Categories
Primary Applicant Id
Second Applicant Id
Second Applicant Relationship
Third Applicant Id
Third Applicant Relationship
Type
Security
Value
Type
Balance
Limit
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
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