# \#zapier

**URL:** https://integration.keap.com/tag/zapier/135.md

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## [Keap (Classic) Zapier Steps](https://integration.keap.com/t/keap-classic-zapier-steps/93198)

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**Author:** [@Dev\_FinMC](https://integration.keap.com/u/Dev_FinMC)\
**Replies:** 6\
**Last updated:** [September 29, 2024, 5:31pm UTC](https://integration.keap.com/t/keap-classic-zapier-steps/93198 "2024-09-29T17:31:28Z")

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Hi all! I was wondering if anyone knew where I could find information on the difference between Keap (Classic) Steps in Zapier and what I assume is the more up-to-date version of those steps. I noticed in the main threa…

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## [Problem with Zapier APIs extracting Address REGION codes, and inability to set REGION during Create or Update Contact Zap](https://integration.keap.com/t/problem-with-zapier-apis-extracting-address-region-codes-and-inability-to-set-region-during-create-or-update-contact-zap/92847)

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**Author:** [@Andrew\_Jarvis](https://integration.keap.com/u/Andrew_Jarvis)\
**Replies:** 3\
**Last updated:** [September 4, 2024, 7:04am UTC](https://integration.keap.com/t/problem-with-zapier-apis-extracting-address-region-codes-and-inability-to-set-region-during-create-or-update-contact-zap/92847 "2024-09-04T07:04:02Z")

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I am trying to set Contact Address fields in one Keap App, using contact data extracted from another Keap App using the ‘New Contact Tag applied’ trigger. When setting REGION on the contact, the ‘Create or Update Contac…

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## [Zapier Integration - doesn't get Opportunity Custom Fields](https://integration.keap.com/t/zapier-integration-doesnt-get-opportunity-custom-fields/92845)

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**Author:** [@Potton\_Marketing](https://integration.keap.com/u/Potton_Marketing)\
**Replies:** 0\
**Last updated:** [June 24, 2024, 10:34am UTC](https://integration.keap.com/t/zapier-integration-doesnt-get-opportunity-custom-fields/92845 "2024-06-24T10:34:25Z")

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Hello, I’ve set up a Zap triggered when an Opportunity moves stage - it retrieves the Opportunity info and adds it to a Google Sheet. Simple, does the basics of what I need. However, it doesn’t retrieve the custom fiel…

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## [Fill out Web Form Submitted via webhook](https://integration.keap.com/t/fill-out-web-form-submitted-via-webhook/92744)

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**Author:** [@Jomar\_Balanag](https://integration.keap.com/u/Jomar_Balanag)\
**Replies:** 5\
**Last updated:** [May 24, 2024, 8:05pm UTC](https://integration.keap.com/t/fill-out-web-form-submitted-via-webhook/92744 "2024-05-24T20:05:28Z")

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So I created webhook that fills out the “web form submitted” in Zapier using “POST in webhook in Zapier”. I got it work yesterday, properly and now it’s being blocked. Reason for doing this: My reason for doing webhook …

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## [Using Zapier to Add Tags to New or Existing Keap Contact not working when using Custom](https://integration.keap.com/t/using-zapier-to-add-tags-to-new-or-existing-keap-contact-not-working-when-using-custom/90846)

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**Author:** [@Michael\_Ringler](https://integration.keap.com/u/Michael_Ringler)\
**Replies:** 2\
**Last updated:** [June 12, 2023, 3:00pm UTC](https://integration.keap.com/t/using-zapier-to-add-tags-to-new-or-existing-keap-contact-not-working-when-using-custom/90846 "2023-06-12T15:00:21Z")

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When adding or updating a contact in Keap using zapier, when I select “custom” to pull the tag information from a data field on my other platform (that I am using to pull the data from) I can not get it to work. I have …

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## [Using Zapier, create an invoice in Keap (Infusionsoft?)](https://integration.keap.com/t/using-zapier-create-an-invoice-in-keap-infusionsoft/90016)

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**Author:** [@Yoni\_Chanowitz](https://integration.keap.com/u/Yoni_Chanowitz)\
**Replies:** 0\
**Last updated:** [February 13, 2023, 7:10pm UTC](https://integration.keap.com/t/using-zapier-create-an-invoice-in-keap-infusionsoft/90016 "2023-02-13T19:10:32Z")

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I will use the API if needed, i just really need to make an order, for an unspecified amount, and have the order saved in Keap. i need to automate this process. Originally, i thought i could use the API to make orders a…

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## [Zapier Error (10)](https://integration.keap.com/t/zapier-error-10/85179)

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**Author:** [@Sophie\_Horvath](https://integration.keap.com/u/Sophie_Horvath)\
**Replies:** 3\
**Last updated:** [December 16, 2022, 3:55pm UTC](https://integration.keap.com/t/zapier-error-10/85179 "2022-12-16T15:55:51Z")

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Hi, I want to REPORT a BIG BUG. I almost got headache from this. However, I deleted some custom fields I never use and then Zapier suddenly stopped working and give me those errors. So I thought I reassign the custom fie…

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## [Create a new invoice in Xero when created in KEAP MAX CLASSIC Via Zapier](https://integration.keap.com/t/create-a-new-invoice-in-xero-when-created-in-keap-max-classic-via-zapier/89483)

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**Author:** [@Rhys\_Atkinson](https://integration.keap.com/u/Rhys_Atkinson)\
**Replies:** 2\
**Last updated:** [December 16, 2022, 7:19am UTC](https://integration.keap.com/t/create-a-new-invoice-in-xero-when-created-in-keap-max-classic-via-zapier/89483 "2022-12-16T07:19:11Z")

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Hi All - Has anyone got a solution to create an invoice in Xero when a new invoice is created in KEAP Max Classic? I’m trying to use the ‘Keap Max Classic New Invoice’ Zap trigger that supports line items but there is …

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## [New contact to Google sheet worksheet based on form response](https://integration.keap.com/t/new-contact-to-google-sheet-worksheet-based-on-form-response/89419)

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**Author:** [@Joe\_Rendina](https://integration.keap.com/u/Joe_Rendina)\
**Replies:** 6\
**Last updated:** [December 5, 2022, 1:32am UTC](https://integration.keap.com/t/new-contact-to-google-sheet-worksheet-based-on-form-response/89419 "2022-12-05T01:32:53Z")

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Hello, I trying to have an integration set up between keap and sheets. I will describe my system than the questions. Currently when we get a new client we use a web form from keap classic. We have 4 different locations…

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## [Orders deleted on zapier action -\> Create/Update contact](https://integration.keap.com/t/orders-deleted-on-zapier-action-create-update-contact/89213)

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**Author:** [@Customer\_Support5](https://integration.keap.com/u/Customer_Support5)\
**Replies:** 0\
**Last updated:** [November 9, 2022, 9:16pm UTC](https://integration.keap.com/t/orders-deleted-on-zapier-action-create-update-contact/89213 "2022-11-09T21:16:41Z")

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Has anyone else had issues with zapier deleting orders on updating a contact? I have had 9 orders removed (thankfully have the stripe history) and Keap support couldn’t find them but did have zapier actions fire a creat…

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## [Zapier Trigger "Tag Added To Contact (INSTANT)" isn't instant!](https://integration.keap.com/t/zapier-trigger-tag-added-to-contact-instant-isnt-instant/85181)

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**Author:** [@Sophie\_Horvath](https://integration.keap.com/u/Sophie_Horvath)\
**Replies:** 2\
**Last updated:** [October 6, 2021, 9:53pm UTC](https://integration.keap.com/t/zapier-trigger-tag-added-to-contact-instant-isnt-instant/85181 "2021-10-06T21:53:32Z")

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Since a couple of weeks we experience the issue, that it takes AT LEAST 3 Minutes to send Zapier the Information that a new Tag is added to a contact. Some Cases it takes 10. (We have Zapier Pro and therefore Keap Ma…

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## [Using Zapier to send Purchase Information to Facebook Conversions](https://integration.keap.com/t/using-zapier-to-send-purchase-information-to-facebook-conversions/83654)

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**Author:** [@Jason\_Hornosty](https://integration.keap.com/u/Jason_Hornosty)\
**Replies:** 4\
**Last updated:** [June 11, 2021, 12:39pm UTC](https://integration.keap.com/t/using-zapier-to-send-purchase-information-to-facebook-conversions/83654 "2021-06-11T12:39:15Z")

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Has anyone figured out a way to pass purchase information to Facebook Conversions via Zapier? If I use Trigger: Credit Card Charged or Trigger: New Payment, neither of these have contact information (name, email) on them…

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## [Format for date/time fields on API?](https://integration.keap.com/t/format-for-date-time-fields-on-api/83424)

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**Author:** [@Joe\_Gillespie](https://integration.keap.com/u/Joe_Gillespie)\
**Replies:** 2\
**Last updated:** [May 16, 2021, 10:49pm UTC](https://integration.keap.com/t/format-for-date-time-fields-on-api/83424 "2021-05-16T22:49:44Z")

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I’m setting up a dashboard via google sheets so I have a zap moving dates from Infusionsoft to Google Sheets and it’s working great. Now I have a field that is Date/Time and Zapier doesn’t like the format and can’t recog…

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## [Getting error in Zapier when try to create a new order in Infusionsoft](https://integration.keap.com/t/getting-error-in-zapier-when-try-to-create-a-new-order-in-infusionsoft/76747)

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**Author:** [@Dave\_Keller](https://integration.keap.com/u/Dave_Keller)\
**Replies:** 0\
**Last updated:** [May 3, 2020, 2:10pm UTC](https://integration.keap.com/t/getting-error-in-zapier-when-try-to-create-a-new-order-in-infusionsoft/76747 "2020-05-03T14:10:08Z")

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Hi, Within the last couple of days I’ve been getting an error in Zapier when I’m using the Infusionsoft integration to create orders. The error is: The order could not be sent to Infusionsoft by Keap. Fault (code 0)…

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## [Link company and contact via zapier / how to](https://integration.keap.com/t/link-company-and-contact-via-zapier-how-to/71886)

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**Author:** [@Guillermo\_Dewey](https://integration.keap.com/u/Guillermo_Dewey)\
**Replies:** 0\
**Last updated:** [October 8, 2019, 3:19am UTC](https://integration.keap.com/t/link-company-and-contact-via-zapier-how-to/71886 "2019-10-08T03:19:49Z")

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I am adding contact and company via zapier in infusionsoft. but they are not linked by default. and seems like the zapier does not have any action to do so. is there anyone with the experience on this? is this action av…

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## [Pulling Payments from Zapier](https://integration.keap.com/t/pulling-payments-from-zapier/71396)

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**Author:** [@Joe\_Kalis](https://integration.keap.com/u/Joe_Kalis)\
**Replies:** 2\
**Last updated:** [September 22, 2019, 1:45pm UTC](https://integration.keap.com/t/pulling-payments-from-zapier/71396 "2019-09-22T13:45:45Z")

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My InfusionSoft account is connected to Zapier, and we’re using it for several Zaps. However, when I choose a trigger of “New Payment”, of which we have hundreds, it isn’t able to find any. Subsequently, it won’t let me …

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## [Attaching a sequence to a Zapier contact](https://integration.keap.com/t/attaching-a-sequence-to-a-zapier-contact/70467)

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**Author:** [@Nicholas\_Owings](https://integration.keap.com/u/Nicholas_Owings)\
**Replies:** 1\
**Last updated:** [August 9, 2019, 10:15pm UTC](https://integration.keap.com/t/attaching-a-sequence-to-a-zapier-contact/70467 "2019-08-09T22:15:56Z")

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I am using Zapier to push contact from Facebook leads form to Infusionsoft. In the Zapier process it gives the option of following an “Action Set/Sequence” in Infusionsoft. When trying to select one though, it only gives…

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## [Create opportunity / deal via Zapier](https://integration.keap.com/t/create-opportunity-deal-via-zapier/69326)

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**Author:** [@Keith\_Dunn](https://integration.keap.com/u/Keith_Dunn)\
**Replies:** 2\
**Last updated:** [June 25, 2019, 5:28pm UTC](https://integration.keap.com/t/create-opportunity-deal-via-zapier/69326 "2019-06-25T17:28:18Z")

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Is there really no way to create a deal / opportunity via Zapier? I’m about to have a panic attack because, if not, I just got completely fucked by this sales team. :face\_vomiting:

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## [How to post AND assign user for an Infusionsoft note via Zapier](https://integration.keap.com/t/how-to-post-and-assign-user-for-an-infusionsoft-note-via-zapier/68883)

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**Author:** [@Craig\_Calvert](https://integration.keap.com/u/Craig_Calvert)\
**Replies:** 1\
**Last updated:** [June 8, 2019, 2:53pm UTC](https://integration.keap.com/t/how-to-post-and-assign-user-for-an-infusionsoft-note-via-zapier/68883 "2019-06-08T14:53:51Z")

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I have a Zap that takes a Typeform submission (that includes contact Infusionsoft ID, the Infusionsoft user ID, the note title, and the description content) and zap adds a note to the Infusionsoft contact. When I Zap the…

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## [Calendly via Zapier Integration Questions](https://integration.keap.com/t/calendly-via-zapier-integration-questions/67276)

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**Author:** [@Allie\_Brittain](https://integration.keap.com/u/Allie_Brittain)\
**Replies:** 0\
**Last updated:** [April 4, 2019, 10:09pm UTC](https://integration.keap.com/t/calendly-via-zapier-integration-questions/67276 "2019-04-04T22:09:34Z")

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I use Calendly for clients to book various appointment types. Using the zapier integration, how can you differentiate between the event types within infusionsoft so you can attach the correct tag. Example: If ‘Event Ty…

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## [In need of advice on integrating WooCommerce to track referrals](https://integration.keap.com/t/in-need-of-advice-on-integrating-woocommerce-to-track-referrals/66723)

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**Author:** [@Joshua\_Toole](https://integration.keap.com/u/Joshua_Toole)\
**Replies:** 3\
**Last updated:** [March 16, 2019, 9:11am UTC](https://integration.keap.com/t/in-need-of-advice-on-integrating-woocommerce-to-track-referrals/66723 "2019-03-16T09:11:57Z")

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I’ve been trying to set up an integration between a WooCommerce store and Infusionsoft. I’ve got Zapier set up to send the customer and order info, but it’s not pulling the referral info. I have the tracking links in I…

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## [How to get the base url for the Zap polling url?](https://integration.keap.com/t/how-to-get-the-base-url-for-the-zap-polling-url/28644)

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**Author:** [@Brendan\_Yong](https://integration.keap.com/u/Brendan_Yong)\
**Replies:** 1\
**Last updated:** [January 27, 2018, 7:10pm UTC](https://integration.keap.com/t/how-to-get-the-base-url-for-the-zap-polling-url/28644 "2018-01-27T19:10:38Z")

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I wanted to know if I can create an Infusionsoft app in Zapier. I wanted to add another ACTION for an Infusionsoft app. Thanks.

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## [Trying to pass data into Infusionsoft via Zapier and Typeform](https://integration.keap.com/t/trying-to-pass-data-into-infusionsoft-via-zapier-and-typeform/15962)

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**Author:** [@Idahosa\_Ness](https://integration.keap.com/u/Idahosa_Ness)\
**Replies:** 3\
**Last updated:** [September 29, 2017, 6:40pm UTC](https://integration.keap.com/t/trying-to-pass-data-into-infusionsoft-via-zapier-and-typeform/15962 "2017-09-29T18:40:18Z")

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Hi there, I was directed here by a staff member at infusionsoft. I’m a small language-learning business and my goal in solving this issue is to segment my contacts by the language they’re learning. I currently don’t hav…

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## [Zapier is triggering when no Infusionsoft tag is being applied](https://integration.keap.com/t/zapier-is-triggering-when-no-infusionsoft-tag-is-being-applied/12822)

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**Author:** [@Kevin\_Jusino](https://integration.keap.com/u/Kevin_Jusino)\
**Replies:** 3\
**Last updated:** [September 1, 2017, 3:02pm UTC](https://integration.keap.com/t/zapier-is-triggering-when-no-infusionsoft-tag-is-being-applied/12822 "2017-09-01T15:02:35Z")

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I have Zapier set up to send a Slack notification when a client purchases a product via Infusionsoft tags. However, I had a few Zaps trigger when the tag was not being applied. For instance, a contact record got a produc…
