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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Action Sequence" from Keap.

Add your action

An action happens after the trigger—such as "Batch Delete Project Scopes" in Mosaic.

You’re connected!

Zapier seamlessly connects Keap and Mosaic, 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 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
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- 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
Try It
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
Try It
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
Try It
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
Create Cost Rate
Triggers when a new Cost Rate is created.
Trigger
Instant
Try It
- Start Date
- End Date
- Clients
- Project IDs
- Phase Names
- Standard Work Category IDs
- Employee IDs
- Billable
- Statuses
- Created By Integrations
Trigger
Polling
Try It
- Portfolio
- Project
- Employee
Trigger
Instant
Try It
- Portfolio
- Project
- Submitted By
Trigger
Instant
Try It
- Portfolio
  Required
- Project
  Required
- Employee
  Required
- Title
  Required
- Date
  Required
- Estimated Hours
- Phase
- Work Category
Action
Write
- Name
  Required
- Description
Action
Write
- End Date
- Entity Id
  Required
- Entity Type
  Required
- Is Cost Rate
- Override Unassigned Member Rates
- Rate Amount
- Rate Id
- Rate Group Id
  Required
- Start Date
- Team Id
  Required
Action
Write
- Amount
- Billing Category Id
- Invoice Date
- Invoice Number
- Invoice Type
  Required
- Notes
- Percentage
- Period End
- Period Start
- Phase Id
  Required
- Project Id
  Required
Action
Write
- Member Id
  Required
- Project Id
  Required
- Role Id
  Required
- Phase Id
- Start Date
- End Date
- Override Phase Member Positions
Action
Write
- Message
  Required
- Member Ids
  Required
Action
Write
- Billable
- Billing Type
- Budget Fixed Fee With
- Budget Hourly With
- Budget Internal With
- Budget Phase By
- Dependable Phase Id
- Dependency Type
- End Date
- Estimated Cost
- Estimated Hours
- Fee Type
- Is Budget (Phase)
- Is Main
- Move After Phase ID
- Name
  Required
- Parent ID
- Phase Number
- Profit Percentage
- Project ID
  Required
- Rate Group ID
- Rate Multiplier
- Start Date
- Total
Action
Write
- Billable
- Billing Type
- Client
- Description
- End Date
- Portfolio ID
  Required
- Rate Group ID
- Rate Multiplier
- Project Number
- Start Date
- Title
  Required
- Total
Action
Write
- Hours
- Is Accrued
- Is Custom
- Name
  Required
Action
Write
- Name
  Required
- Description
Action
Write
- Portfolio
  Required
- Project
  Required
- Phase
  Required
- Employee
  Required
- Work Category
  Required
- Title
  Required
- Date
  Required
- Hours
  Required
Action
Write
- Cost Rate Id
  Required
Action
Write
- Entity Rate Id
  Required
Action
Write
- Phase ID
  Required
- Force Archive
- Force Destroy
- Project ID
  Required
- Recursive
Action
Write
- Rate Id
  Required
Action
Write
- Task ID
  Required
Action
Write
- Work Plan ID
Action
Write
- Entity Rate Id
  Required
- End Date
- Is Cost Rate
- Override Unassigned Member Rates
- Rate Amount
- Rate Group Id
- Rate Id
- Start Date
Action
Write
- Department Id
  Required
- Name
- Description
Action
Write
- Invoice Id
  Required
- Amount
- Billing Category ID
- Invoice Date
- Invoice Number
- Invoice Type
- Notes
- Percentage
- Period End
- Period Start
- Phase Id
- Project Id
  Required
Action
Write
- Role Id
- Start Date
- End Date
- Override Phase Member Positions
- Member Project Role Id
  Required
Action
Write
- Name
- Office Id
  Required
Action
Write
- Is Private
  Required
- Portfolio Name
  Required
- Portfolio ID
  Required
- Archive
- Unarchive
Action
Write
- PTO Id
  Required
- Hours
- Is Accrued
- Name
Action
Write
- Name
- Description
- Standard Role Id
  Required
Action
Write
- Billable
- Cost Rate
- Date
- Description
  Required
- Description ID
- Hours
- Member ID
- Phase ID
- Project ID
- Rate
- Status
- Standard Work Category ID
  Required
- Time Entry ID
  Required
Action
Write

New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Polling
Try It
- Company events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Invoice events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Opportunity events this trigger will listen to:
  Required
- Random
  Required
Trigger
Instant
Try It
- Subscription events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Tag events this trigger will listen to:
  Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
Try It
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
Try It
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
Try It
- Contact Tag Sync Interval
- Tag
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created.
Trigger
Polling
Try It
Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
Try It
- 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
Get Rate Groups
Fetches all rate groups in team
Trigger
Polling
Try It
- All
- End Date
- Limit
- Max Daily Hours
- Max Total Hours
- Member IDs
- Minimum Daily Hours
- Minimum Total Hours
- Offset
- Phase IDs
- Project IDs
- Standard Work Category IDs
- Start Date
Trigger
Polling
Try It
- Portfolio
- Project
- Employees
Trigger
Instant
Try It
- Scope Ids
  Required
Action
Write
- Member Id
  Required
- Active Rate Type
  Required
- Description
  Required
- Annual Rate
- Hours per year
- Actual Hourly Rate
  Required
- Hourly Rate
- Overhead Factor
- Start Date
- End Date
Action
Write
- Email
  Required
- First Name
- Last Name
Action
Write
- All Day
- Daily Hours
- End Date
  Required
- Start Date
  Required
- Title
Action
Write
- End Date
- Is cost rate
- Member Id
  Required
- Phase Id
- Project Id
  Required
- Rate Amount
- Rate Id
- Start Date
Action
Write
- End Date
- Member Id
  Required
- Override Member Positions
- Role Id
  Required
- Strat Date
Action
Write
- Address 1
- Address 2
- Address 3
- City
- Country
- Name
- State
- Zip
Action
Write
- Is Personal
- Is Private
  Required
- Portfolio Name
  Required
Action
Write
- Project Id
  Required
- Member Id
  Required
- Permission Level
Action
Write
- Description
- Multiplier High
- Multiplier Low
- Rate
  Required
Action
Write
- Archived
- Billable
- Require Title
- Title
  Required
Action
Write
- Daily Hours
- Description
- End Date
- Member ID
- Phase ID
- Project ID
- Standard Work Category ID
- Start Date
- Total Hours
Action
Write
- Department Id
  Required
Action
Write
- Member Project Rate Id
  Required
Action
Write
- Project ID
  Required
- Force Archive
- Force Destroy
Action
Write
- Standard Role Id
  Required
Action
Write
- Time Entry IDs
  Required
Action
Write
- Portfolio
  Required
- Project
  Required
- Task Description
  Required
- Estimated Hours
- Start Date
- End Date
- Assignees
Action
Write
- Cost Rate Id
  Required
- Active Rate Type
  Required
- Description
  Required
- Actual Hourly Rate
  Required
- Annual Rate
- Hours Per Year
- Hourly Rate
- Overhead Factor
- Start Date
- End Date
Action
Write
- Email
- First Name
- Last Name
- Member ID
  Required
Action
Write
- Member Project Rate Id
  Required
- End Date
- Rate Amount
- Rate Id
- Start Date
Action
Write
- Member Role Id
  Required
- End Date
- Override Member Positions
- Role Id
- Start Date
Action
Write
- Phase ID
  Required
- Billable
- Billing Type
- Budget Fixed Fee With
- Budget Hourly With
- Budget Internal With
- Budget Phase By
- Dependable Phase Id
- Dependency Type
- End Date
- Estimated Cost
- Estimated Hours
- Fee Type
- Is Budget (Phase)
- Is Main
- Move Action
- Move After Phase ID
- Name
  Required
- Parent ID
- Phase Number
- Profit Percentage
- Project ID
  Required
- Rate Group ID
- Rate Multiplier
- Start Date
- Total
Action
Write
- Project ID
  Required
- Add Billing Type and Rate Group to Phases
- Apply Rate Multiplier to Phases
- Billable
- Billing Type
- Client
- Description
- End Date
- Portfolio ID
- Project Number
- Rate Group ID
- Rate Multiplier
- Start Date
- Title
- Total
Action
Write
- Rate Id
  Required
- Description
- Merge Rate Id
- Multiplier High
- Multiplier Low
- Rate
Action
Write
- Archived
- Billable
- Require Title
- Title
- Standard Work Category ID
  Required
Action
Write
- Work Plan ID
  Required
- Daily Hours
- Description
- End Date
- Member ID
- Phase ID
- Project ID
- Standard Work Category ID
- Start Date
- Total Hours
Action
Write

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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.

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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.

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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.

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