Integrate Parsio with Keap using AI Agents
Appy Pie Automate allows you to automate multiple workflows between Parsio and Keap
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Award Winning App Integration Platform
Data extraction tool that helps businesses extract any information from emails including order and customer details. The platform enables managers to highlight data required to extract and Parsio automatically processes all similar incoming emails.
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.
Keap IntegrationsIt's easy to connect Parsio + Keap without coding knowledge. Start creating your own business flow.
- Triggers
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New DocumentTriggers when a new document is parsed.
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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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Parse document
Parse a document
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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 Parsio & Keap Integrations Work
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Step 1: Choose Parsio 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 Parsio to Keap.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.