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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 "Create Admissions Application" in QuickSchools.com.

You’re connected!

Zapier seamlessly connects Keap and QuickSchools.com, 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
New Parent Record
Triggers when a new parent record is created.
Trigger
Instant
Try It
Updated Parent Record
Triggers when a parent record is updated.
Trigger
Instant
Try It
Updated Student Custom Fields
Triggers when a student custom field is updated.
Trigger
Instant
Try It
New Teacher Record
Triggers when a new teacher record is created.
Trigger
Instant
Try It
Updated Teacher Record
Triggers when a teacher record is updated.
Trigger
Instant
Try It
- Subdomain (GROUP SCHOOLS ONLY)
Trigger
Polling
Try It
- Subdomain (GROUP SCHOOLS ONLY)
- Include Students that Have Left?
- Include Deleted Students?
- Additional Fields (Optional)
Trigger
Polling
Try It
- Subdomain (GROUP SCHOOLS ONLY)
- Applicant Full Name
  Required
- Preferred Name
  Required
- Birthdate
  Required
- Gender
  Required
- Application Remarks
  Required
- Contact Number
  Required
- Contact Email Address
  Required
- Current School
  Required
- Current Grade Level
  Required
- Enrollment Date
  Required
- Student Residential Address
- City
- State
- Zip Code
- Home Phone
- Cell Phone
- Fax
- Email Address
- Medical Problems
- Medication Needs
- Medication Allergies
- Food Allergies
- Other Allergies
- Special Dietary Needs
- Other Medical Information
- Custom Field(s)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Parent ID
  Required
- Custom Field(s)
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Class (Grade Level) ID
  Required
- Section (Course) Name
  Required
- Section (Course) Code
  Required
- Credit Hours
  Required
- Teacher ID(s)
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Section (Course) ID
  Required
- Student ID(s)
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Name Format
  Required
- Preferred Name
- Student Number
- Birthdate
- Gender
- Nationality
- Class (Grade Level)
- Advisor (Homeroom Teacher)
- Homeroom Name (Optional)
- Enrollment Date
- Address
- City
- State
- Zip Code
- Country
- Home Phone
- Cell Phone
- Fax
- Email Address
- Medical Problems
- Medication Needs
- Medication Allergies
- Food Allergies
- Other Allergies
- Special Dietary Needs
- Other Medical Information
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student ID
  Required
- Change Type
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Name Format
  Required
- Preferred Name
- Birthdate
- Gender
- Nationality
- Class (Grade Level)
- Advisor (Homeroom Teacher)
- Homeroom Name (Optional)
- Enrollment Date
- Address
- City
- State
- Zip Code
- Country
- Home Phone
- Cell Phone
- Fax
- Email Address
- Medical Problems
- Medication Needs
- Medication Allergies
- Food Allergies
- Other Allergies
- Special Dietary Needs
- Other Medical Information
- Check Pre-Enrolled Student Records (Optional)
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Employee Number
  Required
- Employment Date
- Name Format
  Required
- Initials
- Preferred Name
- Title
- Birthdate
- Gender
- Marital Status
- Spouse Full Name
- Nationality
- Social Security
- Room
- Home Address
- City
- State
- Zip Code
- Home Phone
- Cell Phone
- Email Address
- Degree
- Certification
- Experience
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Students that Have Left?
- Include Deleted Students?
- Additional Fields (Optional)
Action
Search
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Deleted Parents?
- Additional Fields (Optional)
- Student Number
  Required
- Parent/Guardian Name
  Required
- Parent/Guardian Relationship
  Required
- Parent/Guardian Address
- Parent/Guardian City
- Parent/Guardian State
- Parent/Guardian Zip Code
- Parent/Guardian District
- Parent/Guardian Country
- Parent/Guardian Home Phone
- Parent/Guardian Cell Phone
- Parent/Guardian Business Phone
- Parent/Guardian Email Address
- Parent/Guardian Occupation
- Parent/Guardian Other Information
Action
Search or write
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Teachers that Have Resigned?
- Include Deleted Teachers?
- Additional Fields (Optional)
- Student Number
  Required
- Parent/Guardian Name
  Required
- Parent/Guardian Relationship
  Required
- Parent/Guardian Address
- Parent/Guardian City
- Parent/Guardian State
- Parent/Guardian Zip Code
- Parent/Guardian District
- Parent/Guardian Country
- Parent/Guardian Home Phone
- Parent/Guardian Cell Phone
- Parent/Guardian Business Phone
- Parent/Guardian Email Address
- Parent/Guardian Occupation
- Parent/Guardian Other Information
Action
Search or 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
Updated Parent Custom Fields
Triggers when a parent custom field is updated.
Trigger
Instant
Try It
New Student Record
Triggers when a new student record is created.
Trigger
Instant
Try It
Updated Student Record
Triggers when a student record is updated.
Trigger
Instant
Try It
Updated Teacher Custom Fields
Triggers when a teacher custom field is updated.
Trigger
Instant
Try It
- Subdomain (GROUP SCHOOLS ONLY)
- Include Deleted Parents?
- Additional Fields (Optional)
Trigger
Polling
Try It
- Subdomain (GROUP SCHOOLS ONLY)
Trigger
Polling
Try It
- Subdomain (GROUP SCHOOLS ONLY)
- Include Teachers that Have Resigned?
- Include Deleted Teachers?
- Additional Fields (Optional)
Trigger
Polling
Try It
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Parent/Guardian Name
  Required
- Parent/Guardian Relationship
  Required
- Parent/Guardian Address
- Parent/Guardian City
- Parent/Guardian State
- Parent/Guardian Zip Code
- Parent/Guardian District
- Parent/Guardian Country
- Parent/Guardian Home Phone
- Parent/Guardian Cell Phone
- Parent/Guardian Business Phone
- Parent/Guardian Email Address
- Parent/Guardian Occupation
- Parent/Guardian Other Information
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Parent ID
  Required
- Full Name
- Home Phone
- Cell Phone
- Business Phone
- Email Address
- Address
- City
- State
- Zip Code
- Country
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Section (Course) ID(s)
  Required
- Student ID(s)
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Section (Course) ID
  Required
- Section (Course) Name
- Section (Course) Code
- Credit Hours
- Teacher ID(s)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Custom Field(s)
  Required
- Check Pre-Enrolled Student Records (Optional)
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Sibling Student Number(s)
  Required
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Change Type
  Required
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student ID
  Required
- Filename
  Required
- File
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Deleted Parents?
- Additional Fields (Optional)
Action
Search
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Teachers that Have Resigned?
- Include Deleted Teachers?
- Additional Fields (Optional)
Action
Search
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Students that Have Left?
- Include Deleted Students?
- Additional Fields (Optional)
- Name Format
  Required
- Preferred Name
- Student Number
- Birthdate
- Gender
- Nationality
- Class (Grade Level)
- Advisor (Homeroom Teacher)
- Homeroom Name (Optional)
- Enrollment Date
- Address
- City
- State
- Zip Code
- Country
- Home Phone
- Cell Phone
- Fax
- Email Address
- Medical Problems
- Medication Needs
- Medication Allergies
- Food Allergies
- Other Allergies
- Special Dietary Needs
- Other Medical Information
Action
Search or write

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About QuickSchools.com

QuickSchools.com is an Online School Management System that offers a comprehensive school management solution that you can use without any training from day one.

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