Connect Coworks and Keap

Both apps 56Coworks 17Keap 39

• Trigger
  Contact Updated

  Triggers when a contact in your Coworks CRM is created or changed.

• Trigger
  CRM Entry Updated

  Triggers when a CRM contact or lead is added or changed in Coworks.

• Trigger
  Lead Updated

  Triggers when a lead in Coworks is created or changed, including changes to its status, custom fields, or any other returned detail.

• Trigger
  Member Deactivate

  Triggered when a member is deactivated and is no longer an active member.

• Trigger
  Member Updated

  Triggers when a member is added or any of a member's details change.

• Trigger
  New Checkin

  Triggered when a new check-in is recorded for a member, visitor or passport holder in your Coworks community.

• Trigger
  New Contact

  Triggered when a new contact is created in your Coworks CRM.

• Trigger
  New CRM Entry

  Triggered when a new CRM entry, either a contact or a lead, is created.

• Trigger
  New Lead

  Triggers when a new lead is created in the Coworks CRM.

• Trigger
  New Member

  Triggered when a new member is created in your Coworks community.

• Action
  Get room occupancy

  Returns the rooms at a campus with their occupancy, optionally limited to one room type.

• Action
  List active memberships

  Returns the community's paid memberships, optionally limited to one status. Free subscriptions are not included.

• Action
  List checkins

  Returns check-ins for your Coworks community, optionally filtered by campus, check-in type, date range or person name.

• Action
  List CRM contacts and leads

  Returns the contacts and leads in your Coworks CRM, optionally filtered by campus, type, lead status, source and date.

• Action
  List members

  Returns the members of your Coworks community, optionally narrowed to specific teams or a campus, and optionally including inactive members.

• Action
  List rooms

  Returns the rooms at a campus, optionally narrowed to one room type.

• Action
  List teams

  Returns the teams in your Coworks community, optionally narrowed by team, campus, or join date.

• Trigger
  New Contact

  Polling trigger: fires when a new contact is created in Keap.

• Trigger
  Updated Contact

  Polling trigger: fires when a contact is updated in Keap.

• Action
  Add contact to campaign sequence

  Adds one or more contacts to a sequence in a Keap campaign and returns the result for each contact.

• Action
  Add order

  Creates a one-time order for a contact in Keap, with its order items.

• Action
  Add product

  Creates a new product in Keap with a name, price and description, plus optional SKU, tax, shipping and inventory settings.

• Action
  Apply Tag to Contact

  Apply one or more tags to a contact.

• Action
  Create Company

  Create a new company.

• Action
  Create Contact

  Create a new Keap contact.

• Action
  Create Contact Custom Field

  Create a new custom field on the contact model.

• Action
  Create Note

  Create a note attached to a contact.

• Action
  Create Opportunity

  Create a sales opportunity.

• Action
  Create Tag

  Create a new tag, optionally in a category.

• Action
  Create Task

  Create a task, optionally linked to a contact.

• Action
  Delete Contact

  Delete a Keap contact by ID.

• Action
  Delete note

  Deletes a note from a Keap contact's record.

• Action
  Delete task

  Deletes a task in Keap by its ID.

• Action
  Get company

  Returns a single Keap company by its ID, including address, contact details and custom fields.

• Action
  Get Contact

  Retrieve a Keap contact by ID.

• Action
  Get Contact Tags

  List tags applied to a contact.

• Action
  Get note

  Returns a single note on a Keap contact, including its title, text, type and assigned user.

• Action
  Get opportunity

  Returns one Keap opportunity by its id, including its contact, stage, owner, revenue projections and custom field values.

• Action
  Get order

  Returns a single Keap order by its id, including the contact, order items, totals, payment plan and shipping information.

• Action
  Get product

  Returns a single Keap product by its ID, including price, inventory, options and subscription plans.

• Action
  Get task

  Returns a single Keap task by its ID, including its title, due time, priority, assignee and completion status.

• Action
  List campaigns

  Returns the campaigns in your Keap account, optionally filtered by name and sorted.

• Action
  List Companies

  List companies.

• Action
  List Contact Custom Fields

  Retrieve the contact model including custom fields.

• Action
  List Contacts

  List Keap contacts, optionally filtered by email.

• Action
  List notes

  Returns the notes recorded on a Keap contact, optionally filtered by title, assigned user or time range.

• Action
  List products

  Returns a list of products in your Keap account, optionally filtered by name.

• Action
  List Tags

  List all tags.

• Action
  List users

  Returns the users of the Keap account, optionally filtered by email or name.

• Action
  Remove Tag from Contact

  Remove a tag from a contact.

• Action
  Send email

  Sends an email from a Keap user to one or more contacts.

• Action
  Update company

  Updates an existing company in Keap with the values you provide; fields left blank are not changed.

• Action
  Update Contact

  Update an existing Keap contact by ID.

• Action
  Update note

  Updates an existing note on a Keap contact, changing its title, type, text, pin state or assigned user.

• Action
  Update opportunity

  Updates an existing opportunity in Keap, changing only the details you fill in.

• Action
  Update task

  Updates an existing task in Keap, changing only the details you provide.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.