Keap + Plutio

Create new Plutio projects for every new Keap contact

Streamline your client onboarding process by instantly creating projects in Plutio when new contacts are added to Keap. This workflow ensures that you never miss a beat while managing your clients and projects, saving you time and increasing organization. Stay on top of your work and deliver a seamless client experience with this efficient automation.

Streamline your client onboarding process by instantly creating projects in Plutio when new contacts are added to Keap. This workflow ensures that you never miss a beat while managing your clients and projects, saving you time and increasing organization. Stay on top of your work and deliver a seamless client experience with this efficient automation.

  1. When this happens...
    KeapKeap
    New Contact

    Triggers when a new contact is created.

    TriggerInstant
  2. automatically do this!
    PlutioPlutio
    Create Project

    Creates a new Pltuio Project

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Keap triggers, actions, and search

    New Affiliate

    For Ulimate users, triggers when a new affiliate is added.

    Trigger
    Scheduled
    Try It
    • Company events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Invoice events this trigger will listen to:Required

    Trigger
    Instant
    Try It
    • Opportunity events this trigger will listen to:Required

    • RandomRequired

    Trigger
    Instant
    Try It
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keap logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Plutio

Plutio allows you to manage projects and tasks, create proposals and contracts, send invoices and get paid online, collaborate with your clients and team, plus so much more.

Related categories

  • Project Management