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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 "Blog Article" in Klevere.

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Zapier seamlessly connects Keap and Klevere, 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
- CV/Resume PDF File (URL)
  Required
- Job Description
  Required
- Output language
  Required
Trigger
Polling
Try It
- What were the employee’s key contributions and/or achievements?
  Required
- What are the areas for improvement or development?
  Required
- Output language
  Required
Trigger
Polling
Try It
- What topic is this policy intended to address or resolve?
  Required
- Output language
  Required
Trigger
Polling
Try It
- Objective of comparison
  Required
- Enter website A
  Required
- Enter website B
  Required
- Output Language
  Required
Action
Write
- Company name
  Required
- Lead name
  Required
- Company summary
  Required
- Context about your company & product/service *
  Required
- Your company
  Required
- Output Language
  Required
Action
Write
- Company url
  Required
- Product context
  Required
- Output Language
  Required
Action
Write
- What does your company do?
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output Language
  Required
- Who is your target audience?
- What action should your audience take?
Action
Write
- What are the main points to cover?
  Required
- Output language
  Required
Action
Write
- LinkedIn URL
  Required
- Job Description
  Required
- Output language
  Required
Action
Write
- First name
  Required
- Company name
  Required
- Pain point
  Required
- Recipient's LinkedIn URL
  Required
- Your Company
  Required
- Solution to Pain Points
  Required
- Output Language
  Required
Action
Write
- What is the topic of your post?
  Required
- What is the goal of your social media post?
  Required
- Media selector
  Required
- Tone
  Required
- Who is your target audience?
  Required
- Output language
  Required
Action
Write
- Linkedin url
  Required
- First name
  Required
- Your company
  Required
- Product context
  Required
- Output Language
  Required
Action
Write
- LinkedIn profile URL
  Required
- First Name
  Required
- Output language
  Required
Action
Write
- What is the job title?
  Required
- Output language
  Required
Action
Write
- What were the employee’s key contributions and/or achievements?
  Required
- What are the areas for improvement or development?
  Required
- Output language
  Required
Action
Write
- What topic is this policy intended to address or resolve?
  Required
- Output language
  Required
Action
Write
- What does your company do?
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output Language
  Required
- Who is your target audience?
  Required
Action
Write
- What does your company do?
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output Language
  Required
- Who is your target audience?
  Required
Action
Write
- What does your company do?
  Required
- What are your unique selling points?
  Required
- Tone
  Required
- Output Language
  Required
- Who is your target audience?
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
- LinkedIn URL
  Required
- Job Description
  Required
- Output language
  Required
Trigger
Polling
Try It
- What are the specific talent needs of your company?
  Required
- Output language
  Required
Trigger
Polling
Try It
- What is the topic of your blog?
  Required
- Keywords
  Required
- Tone
  Required
- Output Language
  Required
Action
Write
- YouTube Url
  Required
- keywords
  Required
- Tone
  Required
- Output language
  Required
Action
Write
- Company linkedin url
  Required
- Product context
  Required
- Output language
  Required
Action
Write
- CV/Resume PDF File (URL)
  Required
- Job Description
  Required
- Output language
  Required
Action
Write
- What is the job title?
  Required
- Output language
  Required
Action
Write
- Industry name
  Required
- Context about your product and service
  Required
- Output Language
  Required
Action
Write
- What is the topic of your newsletter?
  Required
- Primary keywords
  Required
- Tone
  Required
- Output Language
  Required
Action
Write
- What are the specific talent needs of your company?
  Required
- Output language
  Required
Action
Write
- What is the job title?
  Required
- Output language
  Required
Action
Write
- Paste a Image Url
  Required
- Output Language
  Required
Action
Write
- Paste your URL
  Required
- Output Language
  Required
Action
Write
- Company name
  Required
- Company website
  Required
- Role
  Required
- Output language
  Required
Action
Write
- Linkedin url
  Required
- First name
  Required
- Output Language
  Required
Action
Write
- What is the topic of your press release?
  Required
- Primary keywords
  Required
- Tone
  Required
- Output language
  Required
Action
Write
- What are the customers' pain points/objectives?
  Required
- What are your unique selling points?
  Required
- Who are the key decision makers?
  Required
- Output language
  Required
Action
Write
- Output Language
  Required
- Website URL
  Required
- Area of focus
  Required
Action
Write

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