Connect Dispatch to Keap and automate any workflow
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Zapier makes it easy to integrate Dispatch with Keap - no code necessary. See how you can get setup in minutes.
Select a trigger from Dispatch
Setup an action from Keap
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Connect Dispatch 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.
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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 Event
Triggers when an update is made to Dispatch.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment
- External Appointment ID
- External ID Match Behavior
- Job
- Appointment Time
- Duration
- Status
- Field Worker
- Strategy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment
- Title
- Type
- Description
- Organization IDRequired
- Amount
- Taxable
- External Appointment ID
- Active
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment
- External Appointment ID
- Organization IDRequired
- First Name
- Last Name
- Description
- Company Name
- Email
- Phone Number
- Phone Type
- Primary Phone
- Street 1
- Street 2
- City
- State
- Postal Code
- Street 1
- Street 2
- City
- State
- Postal Code
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment
- External Appointment ID
- External ID Match Behavior
- Organization IDRequired
- Customer
- Status
- Title
- Service Type
- Description
- Brand
- Source
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity IDRequired
- Entity TypeRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job OfferRequired
- RecipientRequired
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment
- External ID
- Job
- Field Worker
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Appointment
- External ID
- Title
- Organization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Appointment
- External ID
- Organization IDRequired
- Title
- Customer
- Status
ActionThis is an event a Zap performs.SearchFind existing data in your app- Appointment
- External ID
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Action Sequence
Triggers when a new Action Sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Subscription Plan
Triggers when a new Subscription Plan is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Invoice
Triggers when a new invoice is created. This will trigger the moment the invoice is created, before any details are added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - 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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Opportunity Stage Moved
Triggers when an opportunity stage is moved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Name
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- BodyRequired
- Title
- Type
- Field Worker
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
- Product IdRequired
- Product QuantityRequired
- Price Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- ContactsRequired
- SubjectRequired
- HTML Content
- Plain Text Content
- Email Address Field
- Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Company Name
- Email AddressRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FieldRequired
- ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Invoice IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Country Code (e.g., "USA")
- Address Line 1
- Address Line 2
- Locality
- Region (e.g., "US-CA")
- Zip Code
- Zip Four
- Phone Number
- Phone Ext
- Notes
- Email Address
- Fax Number
- Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- FieldsRequired
- Record Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment
- External Appointment ID
- Job
- Job External ID
- Type
- Status
- Flat Rate
- Percent
- Product/Service
- Product/Service External ID
- Quantity
- Amount
- Taxable
- Type
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Event
- Title
- Start Time
- Duration
- Field Worker
- Description
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Organization IDRequired
- Appointment
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment
- Status
- Offer Strategy
- Offer Duration
- Brand
- Accept Title
- Allow Decline
- Decline Title
- Decline Reasons
- Title
- Description
- Service Type
- External Appointment ID
- Service Provider
- External Service Provider ID
- Name
- Phone
- Email
- First Name
- Last Name
- Phone Number
- Phone Type
- Primary Phone
- Email
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
- Window Start
- Window End
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment
- External Appointment ID
- Name
- Phone Number
- Email
- Timezone
- Service Types
- Street 1
- Street 2
- City
- State
- Postal Code
- Country
- Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment
- External Appointment ID
- Organization IDRequired
- First Name
- Last Name
- Phone Number
- Email
- Roles
- Service Types
- Timezone
- Occupation
- Has Smartphone
- Street 1
- Street 2
- City
- Postal Code
- State
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Appointment
- External ID
- Job
- Type
ActionThis is an event a Zap performs.SearchFind existing data in your app- Appointment
- Organization IDRequired
- External ID
- Email
- First Name
- Last Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Appointment
- External ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Appointment
- External ID
- Email
- Phone Number
- First Name
- Last Name
- Organization IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Affiliate
For Ulimate users, triggers when a new affiliate is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Appointment events this trigger will listen to:Required
- RandomRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Appointment events this trigger will listen to:Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Appointment events this trigger will listen to:Required
- Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Credit Card Charge - Merchant Only
Triggers when a new credit card charge is made. (Merchant Only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Manual Payment – (Cash, Check)
Triggers when a New Manual Payment is added. (Cash or Check).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Tag (for use with "Tag Applied to Contact" event only)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Updated Contact
Triggers when an existing contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Product NameRequired
- Active
- Product Description
- Product Price
- Product Short Description
- SKU
- Subscription Only
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Lead Affiliate Id
- Order DateRequired
- Product IdRequired
- Product QuantityRequired
- Price Override
- Order TitleRequired
- Order TypeRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- Due DateRequired
- Title
- Field Worker
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Check for Duplicates UsingRequired
- 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 IDRequired
- Contact Type
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- FieldRequired
- ValueRequired
- Check for Duplicates UsingRequired
- 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 IDRequired
- Contact Type
- 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found