Integrating ChargeDesk with Keap by AI Agents and Assistants
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ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.
About Keap
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.
Integrations for KeapIt's easy to connect ChargeDesk + Keap without coding knowledge. Start creating your own business flow.
- Triggers
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Charge CreatedTriggers when a charge is created or imported.
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Charge Failed
Triggers when a charge fails.
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Charge Updated
Triggers when a charge is updated.
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Customer Created
Triggers when a new customer is created.
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Customer Updated
Triggers when a customer is updated.
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New AppointmentTriggers when a new appointment created.
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New Company
Triggers when a new company created.
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New Contact
Triggers when a new contact created.
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New Invoice
Trigger when a new invoice created.
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New Payment
Trigger when a new payment received.
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New Tag
Triggers when new tag is created.
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New Task
Triggers when a new task is created.
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Tag Added to Contact in Keap
Triggers when a tag is added to a contact the first time.
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Updated Contact
Triggers when an existing contact is updated.
- Actions
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Create Company
Creates a new company.
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Create Invoice
Creates a new invoice.
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Create Note
Creates a new note on a contact record.
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Create Task
Creates a new task.
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Create or Update Contact
Creates a new contact or updates an existing contact.
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Tag Contact
Apply tags to a contact.
How ChargeDesk & Keap Integrations Work
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Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Keap as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from ChargeDesk to Keap.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.