Contractor+ + Keap
Create new Contractor+ leads from new Keap contacts
Easily streamline your lead management process with this Keap to Contractor+ automation. Whenever a new contact is added in Keap, a lead will be created in the Contractor+ app. This seamless workflow saves you time and ensures that all your potential clients are recorded and managed efficiently.
Easily streamline your lead management process with this Keap to Contractor+ automation. Whenever a new contact is added in Keap, a lead will be created in the Contractor+ app. This seamless workflow saves you time and ensures that all your potential clients are recorded and managed efficiently.
- When this happens...
New ContactTriggers when a new contact is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create LeadCreates a new lead.
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 found
Client List
Triggers when client list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Estimate
Creates a new estimate and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Expense
Creates a new expense and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Get All Payment Modes
Triggers when Payment Modes are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planInvoice List
Triggers when invoices are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Sources List
Triggers when lead sources are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStaff List
Triggers when staff list is requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalutation
First NameRequired
Last Name
Client TypeRequired
Lead
Is Client Tax Exempt
Tax Exemption Number
Billing Address Street
Billing Address Street 2
Billing Country
Billing Country Name
Billing Address State ID
Billing Address State
Billing Address City
Billing Address Zip Code
Property Address Same as Billing Address
Property Tenant Phone
Property Tenant Phone Code
Property Tenant Name
Property Tenant Email
Gate Code
Lockbox Code
Phone Code
Phone Number
Phone Type
Phone is Primary
Email Address
Email Type
Email is Primary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense TitleRequired
Expense ForRequired
Expense Description
Payment Method
Reference #
Expense Category IDRequired
Reimburse To
AmountRequired
Total Expense Amount
Expense DateRequired
Property Street 1
Property Street 2
Property Country
Property State
Property City
Property Zip
Is Tax Included
Taxes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead TypeRequired
Salutation
First NameRequired
Last Name
DescriptionRequired
Lead StatusRequired
Source
Address
Address 2
Country
State
City
Zip
Staff
ISD Code
Phone Type
Phone Number
Is Primary Phone Number
Email Address
Email Type
Is Primary Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Work Order TitleRequired
Work Order DateRequired
Client IDRequired
Property IDRequired
Property Street 1Required
Property Street 2
Property CityRequired
StateRequired
State IdRequired
CountryRequired
Property ZipRequired
Client Note
Admin Note
Terms & Conditions
Schedule Date
Show Delegate Work Order
Delegate To
Schedule Type
Is Any Time
Number of Line Items
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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 foundCreate Client
Creates a new client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Countries
Triggers when countries are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planExpense Categories
Triggers when expense categories are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planGet Leads
Triggers when leads are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Invoice
Creates a new invoice and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Lead
Creates a new lead and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Lead Statuses
Triggers when lead statuses are requested.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreate Work Order
Creates a new work order and formats it for Excel sheet export.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TitleRequired
ClientRequired
PropertyRequired
Property Street 1Required
Property Street 2
Property CityRequired
Property ZipRequired
StateRequired
State IdRequired
CountryRequired
Billing ID
Billing Street 1
Billing Street 2
Billing CityRequired
Billing State IdRequired
StateRequired
Billing ZipRequired
Billing CountryRequired
Estimate DateRequired
Estimate Doesn't Expire?
Expiration Date
Pass Processing Fee To Client?
Send Overdue Reminder?
Number of Line Items
Discount TypeRequired
Discount ModeRequired
Discount (%)
Discount Total ($)
My Signature
Client Signature
Term Contract
Client Note
Admin Note
Request Deposit Percent
Request Deposit Type
Request Deposit Total
Request Deposit Date
Show Payment Deposit in Contract
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ClientRequired
PropertyRequired
Property Street 1Required
Property Street 2
Property CityRequired
Property ZipRequired
StateRequired
State IdRequired
CountryRequired
Billing ID
Billing Street 1
Billing Street 2
Billing CityRequired
Billing State IdRequired
StateRequired
Billing ZipRequired
Billing CountryRequired
Invoice DateRequired
Payment Due DateRequired
Pass Processing Fee To Client?
Send Overdue Reminder?
PO NumberRequired
Number of Line Items
Discount TypeRequired
Discount Percentage TypeRequired
Discount
Discount Total
My Signature
Client Signature
Term Contract
Client Note
Admin Note
Show Payment Deposit in Contract
Request Deposit Type
Request Deposit Percent
Request Deposit Total
Request Deposit Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Property Tenant Name
Property Tenant Email
Property Tenant Phone
Property Tenant Phone Code
Country
State ID
State
CityRequired
Street 1Required
Street 2
Zip CodeRequired
Lockbox Code
Gate Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Contractor+
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