Integrating Keap with OneNote by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Keap and OneNote
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Award Winning App Integration Platform
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.
About OneNote
OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.
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It's easy to connect Keap + OneNote without coding knowledge. Start creating your own business flow.
- Triggers
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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.
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New Note/Page In SectionTriggers when a new note/page is created in a notebook/section.
- 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.
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Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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Create Note/Page in Section
Creates a new note/page in a specific Notebook/Section
How Keap & OneNote Integrations Work
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Step 1: Choose Keap 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 OneNote 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 Keap to OneNote.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.