SharePoint Keap Integration using AI Agents
Appy Pie Automate allows you to Integrate SharePoint with Keap using AI Agents
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- 7 days free trial
- Lightning Fast Setup
Simplify SharePoint Keap Integration with seamless setup
Easily set up SharePoint Keap Integration without coding. Start automating your workflows and Integrate SharePoint with Keap today.
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New Item Line
Triggers whenever new item created in the list.
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New List
Triggers whenever new list created.
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Updated List Item
Triggers whenever exiting item updated in the list.
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New Appointment
Triggers 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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Create Item List
Create a new item created in the list
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Update Item List
Update a item in the list.
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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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New Item Line
Triggers whenever new item created in the list.
-
New List
Triggers whenever new list created.
-
Updated List Item
Triggers whenever exiting item updated in the list.
-
New Appointment
Triggers when a new appointment created.
-
New Company
Triggers when a new company created.
-
New Contact
Triggers when a new contact created.
-
New Invoice
Trigger when a new invoice created.
-
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.
-
Create Item List
Create a new item created in the list
-
Update Item List
Update a item in the list.
-
Create Company
Creates a new company.
-
Create Invoice
Creates a new invoice.
-
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 SharePoint and Keap Integrations Work
Follow the steps below to start setting up your SharePoint integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose SharePoint as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Keap as the action app from the list.
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Step 3: Authenticate
Connect your Keap account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from SharePoint to Keap & your AI Agent is ready!
Choose the app you want to Integrate with SharePoint and Keap
- SharePoint Gmail
- SharePoint MailChimp
- SharePoint HubSpot
- SharePoint Zoho CRM
- SharePoint Zendesk
- SharePoint Trello
- SharePoint Microsoft Teams
- SharePoint Slack
- SharePoint Zoom
- SharePoint DALL E
- SharePoint Power BI
- SharePoint Asana
- SharePoint ActiveCampaign
- SharePoint Jira
- SharePoint GitHub
- Keap Google Sheets
- Keap QuickBooks Online
- Keap Zoom
- Keap Shopify
- Keap Slack
- Keap HubSpot
- Keap Facebook Lead Ads
- Keap Stripe
- Keap Microsoft Outlook
- Keap Twilio
- Keap Calendly
- Keap Xero
- Keap Google Calendar
- Keap ActiveCampaign
- Keap Google Forms
Popular Templates for SharePoint and Keap Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Invoice to Keap from New List in SharePoint
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When this happens:
New List
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Then do this:
Create Invoice
Create or Update Contact to Keap from New List in SharePoint
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When this happens:
New List
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Then do this:
Create or Update Contact
Create Task to Keap from New List in SharePoint
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When this happens:
New List
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Then do this:
Create Task
Create or Update Contact to Keap from New Item Line in SharePoint
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When this happens:
New Item Line
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Then do this:
Create or Update Contact
Create Company to Keap from New Item Line in SharePoint
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When this happens:
New Item Line
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Then do this:
Create Company
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
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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.
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The integration between SharePoint and Keap is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between SharePoint and Keap. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating SharePoint with Keap, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the SharePoint-Keap integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by SharePoint and Keap integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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