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How Zapier works

Zapier makes it easy to integrate Cassa in Cloud with Keap - no code necessary. See how you can get setup in minutes.

Select a trigger from Cassa in Cloud

A trigger is an event that starts your Zap and runs the workflow. For example, with Cassa in Cloud, a trigger could be "New Company."

A trigger is the event that kicks off your automated workflow.

Setup an action from Keap

An action is what takes place after the automation is triggered. For example, with Keap, the action could be "Create Product."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Cassa in Cloud to Keap

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Cassa in Cloud to Keap integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Cassa in Cloud and Keap to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Company
Triggers when a new company is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Department
Triggers when a new department is created.
Trigger
Scheduled
Try It
- Id Sales Point
  Required
- Name
  Required
- Date Of Birth
- Gender
- Address
- City
- Country
- District
- Zipcode
- Email
- PhoneNumber
Action
Write
- Name
  Required
- Address
- City
- Zipcode
- District
- Split Payment
  Required
- Country
- Vat Number
- Fiscal Code / SSN
- eInvoice Code / Codice Univoco
- PEC
- PhoneNumber
- Email
- Note
- Bank Account Holder
- Bank Account Institute
- Bank Account IBAN
Action
Write

- Has active licenses
Action
Search
- Vat Number
- Name
  Required
- Ids
Action
Search

- Id Sales Point
  Required
- Start Date
  Required
- End Date
  Required
Action
Search
- Fiscal Code / SSN
- Name
  Required
- Email
- Ids
- Id Sales Point
  Required
- Date Of Birth
- Gender
- Address
- City
- Country
- District
- Zipcode
- PhoneNumber
Action
Search or write
New Action Sequence
Triggers when a new Action Sequence is added.
Trigger
Scheduled
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
New Subscription Plan
Triggers when a new Subscription Plan is added.
Trigger
Scheduled
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Trigger
Instant
Try It
New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Trigger
Instant
Try It
New Assigned Task
Triggers when a new task is created. Please note: only tasks assigned to the authenticated user may be retrieved through this trigger. Use the New Task Event trigger to retrieve all tasks.
Trigger
Instant
Try It
Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Trigger
Instant
Try It
- Company Name
  Required
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- PhoneNumber
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Write
- Contact ID
  Required
- Body
  Required
- Title
- Type
- User Id
Action
Write
- Invoice ID
  Required
- Product Id
  Required
- Product Quantity
  Required
- Price Override
Action
Write
- User
  Required
- Contacts
  Required
- Subject
  Required
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
Action
Write
- Company ID
  Required
- Company Name
  Required
- Email Address
- Website
- Notes
- Opt-In
- Address Country Code
- Address Street (Line 1)
- Address Street (Line 2)
- Address City
- Address State
- Address Zip Code
- Address Zip Four
- Phone Number
- Phone Extension
- Phone Type
- Phone Number
- Phone Extension
- Phone Type
Action
Write
- Field
  Required
- Value
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Company Name
  Required
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- PhoneNumber
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
Action
Search or write

New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
- Id Sales Point
  Required
Trigger
Instant
Try It
- Id Sales Point
  Required
- ID Customer
- Status
  Required
- Due Date
- Delivery Mode
- Amount
  Required
- Destination Street
- Destination Country
- Destination City
- Destination ZipCode
- Destination District
- Shipping Notes
- PhoneNumber
- Payment Gateway or Method
- Prepaid Transaction
- Pre-payment Status
- Pre-payment Transaction ID
- Department for Shipping
- Shipping Cost
- Row Number
  Required
- Product Variant ID
  Required
- Quantity
  Required
- Price
  Required
Action
Write
- Description
- Ids
Action
Search
- Fiscal Code / SSN
- Name
  Required
- Email
- Ids
Action
Search
- Id Sales Point
  Required
- Start Date
  Required
- End Date
  Required
Action
Search
- Id Sales Point
  Required
- Start Date
  Required
- End Date
  Required
Action
Search
- Vat Number
- Name
  Required
- Ids
- Address
- City
- Zipcode
- District
- Split Payment
  Required
- Country
- Fiscal Code / SSN
- eInvoice Code / Codice Univoco
- PEC
- PhoneNumber
- Email
- Note
- Bank Account Holder
- Bank Account Institute
- Bank Account IBAN
Action
Search or write
New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Trigger
Scheduled
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
- Random
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
Trigger
Instant
Try It
- Appointment events this trigger will listen to:
  Required
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
Try It
New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Trigger
Instant
Try It
New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Trigger
Instant
Try It
- Tag (for use with "Tag Applied to Contact" event only)
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
- Product Name
  Required
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
Action
Write
- Contact ID
  Required
- Lead Affiliate Id
- Order Date
  Required
- Product Id
  Required
- Product Quantity
  Required
- Price Override
- Order Title
  Required
- Order Type
  Required
- Promo Codes
- Sales Affiliate Id
- Company
- Country Code (e.g., USA)
- First Name
- Is Invoice to Company
- Last Name
- Address Line 1
- Address Line 2
- Locality
- Middle Name
- Phone
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
Action
Write
- Contact ID
  Required
- Due Date
  Required
- Title
- User Id
- Description
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Contact
  Required
- Tags
  Required
Action
Write
- Check for Duplicates Using
  Required
- Email Address 1
- Opt-In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company
- Company ID
  Required
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Write
- Company Name
  Required
Action
Search
- Field
  Required
- Value
  Required
- Check for Duplicates Using
  Required
- Email Address 1
- Opt-In
- Last Name
- First Name
- Tag IDs
- Anniversary Date (format: YYYY-MM-DD)
- Birth Date (format: YYYY-MM-DD)
- Company
- Company ID
  Required
- Contact Type
- Job Title
- Lead Source ID
- Middle Name
- Origin IP Address
- Owner ID
- Preferred Locale
- Preferred Name
- Prefix
- Source Type
- Spouse Name
- Suffix
- Time Zone
- Website
- Keap Source ID
- UTM Campaign
- UTM Content
- UTM Medium
- UTM Source
- UTM Term
- Billing Address Country Code (e.g., USA)
- Billing Address Line 1
- Billing Address Line 2
- Billing Address City
- Billing Address Postal Code
- Billing Address Region (e.g., US-CA)
- Billing Address Zip Code
- Billing Address Zip Four
- Shipping Address Country Code (e.g., USA)
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address Postal Code
- Shipping Address Region (e.g., US-CA)
- Shipping Address Zip Code
- Shipping Address Zip Four
- Other Address Country Code (e.g., USA)
- Other Address Line 1
- Other Address Line 2
- Other Address City
- Other Address Postal Code
- Other Address Region (e.g., US-CA)
- Other Address Zip Code
- Other Address Zip Four
- Email Address 2
- Email Address 3
- Phone 1 Number
- Phone 1 Type
- Phone 1 Extension
- Phone 2 Number
- Phone 2 Type
- Phone 2 Extension
- Phone 3 Number
- Phone 3 Type
- Phone 3 Extension
- Phone 4 Number
- Phone 4 Type
- Phone 4 Extension
- Phone 5 Number
- Phone 5 Type
- Phone 5 Extension
- Fax 1 Number
- Fax 1 Type
- Fax 2 Number
- Fax 2 Type
- Facebook Account
- LinkedIn Account
- Twitter Account
- Instagram Account
- Snapchat Account
- YouTube Account
- Pinterest Account
Action
Search or write

Learn how to automate Cassa in Cloud on the Zapier blog

Learn how to automate Keap on the Zapier blog

About Cassa in Cloud

Cassa in Cloud is both a cash register and management system.

Related categories

Accounting

About Keap

Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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