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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

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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 "Add a Board Custom Field Option" in Kitchen.co.

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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
New Board
Triggers when a new board is created.
Trigger
Instant
Try It
Board Updated
Triggers when a board is updated.
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
Client Deleted
Triggers when a client is deleted.
Trigger
Instant
Try It
New Conversation
Triggers when a new conversation is created.
Trigger
Instant
Try It
- Conversation
  Required
Trigger
Instant
Try It
New Doc
Triggers when a new doc is created.
Trigger
Instant
Try It
Doc Updated
Triggers when a doc is updated.
Trigger
Instant
Try It
Embed Deleted
Triggers when an embed is deleted.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Instant
Try It
Folder Updated
Triggers when a folder is updated.
Trigger
Instant
Try It
Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
Milestone Deleted
Triggers when a milestone is deleted.
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
- Board
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Board
  Required
- Card
  Required
- User
  Required
Action
Write
- Doc
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Folder
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Milestone
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Conversation
  Required
Action
Write
- Embed
  Required
Action
Write
- Invoice
  Required
Action
Write
- Board
  Required
- Custom_field
  Required
- Custom_field_option
  Required
Action
Write
- Board
  Required
- Card
  Required
- Custom_field
  Required
Action
Write
- Board
  Required
- Card
  Required
- User
  Required
Action
Write
- Doc
  Required
- Membership
  Required
Action
Write
- Folder
  Required
- Membership
  Required
Action
Write
- Milestone
  Required
- Membership
  Required
Action
Write
- Conversation
  Required
Action
Write
- Embed
  Required
Action
Write
- Invoice
  Required
Action
Write
- Folder
- Title
  Required
- Visibility
  Required
Action
Write
- Board
  Required
- List
  Required
- Milestone
- Assignee
- Parent Card
- Title
  Required
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
- Due Reminder Date (e.g., 2024-03-31)
- Remaining_minutes_estimate
Action
Write
- Board
  Required
- Card
  Required
- Content
  Required
- Format
  Required
Action
Write
- Folder
- Title
  Required
- Visibility
  Required
Action
Write
- File
  Required
- Client
- Currency
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Grand_total
  Required
- Issue Date (e.g., 2024-03-31)
- Number
  Required
- Payment_gateways
- Visibility
  Required
Action
Write
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Footer_notes
- Issue Date (e.g., 2024-03-31)
- Title
- Description
- Amount
- Quantity
- Language
- Number
- Payment_gateways
- Shipping_amount
- Title
- Amount
- Visibility
  Required
Action
Write
- Board
  Required
- Title
  Required
Action
Write
- Folder
- Visibility
  Required
- Title
  Required
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
Action
Write
- Charge_automatically
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Footer_notes
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Recurring Start Date (e.g., 2024-03-31)
- Recurring End Date (e.g., 2024-04-30)
- Recurring_frequency
- Recurring_period_unit
- Recurring_send_email_cc_addresses
- Recurring_send_email_message
- Recurring_send_to_conversation
- Shipping_amount
- Target_folder
- Title
- Amount
Action
Write
- Board
  Required
- Card
  Required
- Completed
  Required
Action
Write
- Board
  Required
- Custom_field
  Required
- Name
  Required
- Show_icon
- Visible_to_clients
- Color (in HEX, ex.: #FF00FF)
Action
Write
- Board
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Board
  Required
- Card
  Required
- Custom_field
  Required
Action
Write
- Board
  Required
- Card
  Required
- Comment
  Required
- Content
  Required
Action
Write
- Conversation
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Doc
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Embed
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Folder
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Invoice
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Board
  Required
- List
  Required
- Title
Action
Write
- Milestone
- Visibility
  Required
- Title
  Required
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
Action
Write
- Conversation
  Required
- Note
  Required
- Content
  Required
Action
Write
- Template
  Required
- Name
  Required
Action
Write
- Board
  Required
- Name
  Required
Action
Search
- Board
  Required
- Search_by
  Required
- Status
Action
Search
- Board
  Required
- Card
  Required
- Search_by
  Required
Action
Search
- Board
  Required
- Card
  Required
- Search_by
  Required
Action
Search
- Conversation
  Required
- User
  Required
Action
Search
- Doc
  Required
- User
  Required
Action
Search
- Embed
  Required
- User
  Required
Action
Search
- Folder
  Required
- User
  Required
Action
Search
- Invoice
  Required
- User
  Required
Action
Search
- Search_by
  Required
Action
Search
- Conversation
  Required
- Search_by
  Required
Action
Search
- Milestone
  Required
- User
  Required
Action
Search
- Search_by
  Required
Action
Search

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
Board Deleted
Triggers when a board is deleted.
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
Client Updated
Triggers when a client is updated.
Trigger
Instant
Try It
Conversation Deleted
Triggers when a conversation is deleted.
Trigger
Instant
Try It
Conversation Updated
Triggers when a conversation is updated.
Trigger
Instant
Try It
Doc Deleted
Triggers when a doc is deleted.
Trigger
Instant
Try It
New Embed
Triggers when a new embed is created.
Trigger
Instant
Try It
Embed Updated
Triggers when an embed is updated.
Trigger
Instant
Try It
Folder Deleted
Triggers when a folder is deleted.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice gets paid.
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
Try It
- Board
  Required
Trigger
Instant
Try It
New Milestone
Triggers when a new milestone is created.
Trigger
Instant
Try It
Milestone Updated
Triggers when a milestone is updated.
Trigger
Instant
Try It
- Board
  Required
- Custom_field
  Required
- Value
  Required
- Color (in HEX, ex.: #FF00FF)
  Required
Action
Write
- Board
  Required
- Card
  Required
- Label
  Required
Action
Write
- Conversation
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Embed
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Invoice
  Required
- User
  Required
- Role
  Required
- Notification
Action
Write
- Board
  Required
Action
Write
- Doc
  Required
Action
Write
- Folder
  Required
Action
Write
- Milestone
  Required
Action
Write
- Board
  Required
- Membership
  Required
Action
Write
- Board
  Required
- Card
  Required
- Label
  Required
Action
Write
- Conversation
  Required
- Membership
  Required
Action
Write
- Embed
  Required
- Membership
  Required
Action
Write
- Invoice
  Required
- Membership
  Required
Action
Write
- Board
  Required
Action
Write
- Doc
  Required
Action
Write
- Folder
  Required
Action
Write
- Milestone
  Required
Action
Write
- Board
  Required
- Name
  Required
- Type
  Required
- Show_icon
- Visible_to_clients
- Color (in HEX, ex.: #FF00FF)
Action
Write
- Email
  Required
- Name
  Required
- Job Title
- Notification
Action
Write
- Title
  Required
- Folder
- Content
- Format
- Client_email
- Client_name
- Client_notification
Action
Write
- Folder
- Title
  Required
- URL
  Required
- Visibility
  Required
Action
Write
- Folder
- Template
- Name
  Required
- Description
Action
Write
- Board
  Required
- Title
- Color (in HEX, ex.: #FF00FF)
  Required
Action
Write
- Conversation
  Required
- Content
  Required
- Format
  Required
- Send_at
Action
Write
- Conversation
  Required
- Content
  Required
- Format
  Required
Action
Write
- Name
  Required
- Folder
  Required
Action
Write
- Board
  Required
- Title
- Visibility
Action
Write
- Board
  Required
- Custom_field
  Required
- Custom_field_option
  Required
- Value
  Required
- Color (in HEX, ex.: #FF00FF)
  Required
Action
Write
- Board
  Required
- Card
  Required
- List
- Milestone
- Assignee
- Title
  Required
- Description
- Start Date (e.g., 2024-03-31)
- Due Date (e.g., 2024-03-31)
- Remaining_minutes_estimate
Action
Write
- Client
  Required
- Color (in HEX)
- Email
- Language (ISO code)
- Name
- Job Title
- Timezone
- Username
Action
Write
- Conversation
  Required
- Title
- Visibility
Action
Write
- Doc
  Required
- Title
- Visibility
Action
Write
- Embed
  Required
- Title
- URL
- Visibility
Action
Write
- Folder
  Required
- Name
- Description
- Visibility
Action
Write
- Invoice
  Required
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Folder
- Footer_notes
- Issue Date (e.g., 2024-03-31)
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Shipping_amount
- Title
- Amount
- Visibility
  Required
Action
Write
- Board
  Required
- Label
  Required
- Title
- Color (in HEX)
Action
Write
- Conversation
  Required
- Message
  Required
- Content
- Send_at
Action
Write
- Milestone
  Required
- Membership
  Required
- Role
  Required
Action
Write
- Recurring_invoice
  Required
- Charge_automatically
- Client
- Currency
- Title
- Amount
- Type
- Due Date In Days (Max: 100)
- Due_reminder_message
- Due_reminder_send_days
- Footer_notes
- Title
- Description
- Amount
- Quantity
- Language
- Memo
- Payment_gateways
- Recurring_name
- Recurring_start_date
- Recurring_end_date
- Recurring_frequency
- Recurring_period_unit
- Recurring_send_email_cc_addresses
- Recurring_send_email_message
- Recurring_send_to_conversation
- Shipping_amount
- Target_folder
- Title
- Amount
Action
Write
- State
  Required
- Search_by
  Required
Action
Search
- Board
  Required
- User
  Required
Action
Search
- Board
  Required
- Card
  Required
- Search_by
  Required
Action
Search
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- Board
  Required
- Search_by
  Required
Action
Search
- Search_by
  Required
Action
Search
- State
  Required
- Search_by
  Required
Action
Search
- Conversation
  Required
- Search_by
  Required
Action
Search
- Search_by
  Required
Action
Search

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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 Keap to Kitchen.co integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Kitchen.co

Kitchen helps you easily organize all your project conversations, tasks, invoices, and deliverables. Collaborate with your team and clients to get things done.

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