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Keap - Create PDF, Word, Excel Documents
Keap works with Documentero to automatically generate professional documents whenever new activity happens in your CRM. You can turn new contacts, appointments, or orders in Keap into ready-to-send PDFs, Word files, or Excel reports. By connecting through tools like Make, Zapier, or API, you save time turning customer data into contracts, invoices, or reports without manual effort.
Keap
Documentero
Triggers
Watch New Applied Tags — Checks if a new tag was applied to a specific contact.
Watch Sent Emails — Checks if new email was sent.
Watch New Appointments — Checks if new appointment was created.
Watch New Contacts — Checks if new contact was created.
Watch New Files — Checks if new file was created.
Watch New Notes — Checks if new note was created.
Watch New Opportunities — Checks if new opportunity was created.
Watch New Orders — Checks if new order was created.
Watch New Tasks — Checks if new task was created.
Watch a Tag — Checks if specific tag was added to any contact.
Watch Event — Triggers when a specified event occurs.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Keap using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Keap using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Keap orders
Create Word contracts from new Keap opportunities
Export Keap contacts into Excel spreadsheets
Generate personalized welcome letters from new Keap tags
Produce sales reports from Keap opportunities in DOCX
Automatically create PDF receipts for Keap payments
Generate onboarding documents when new Keap contacts are added
Create Excel task lists from Keap tasks
Export Keap appointment details into printable schedules
Generate PDF summaries of Keap email campaigns
How you can use Keap + Documentero
Create invoices from new orders
When a new order is placed in Keap, Documentero can instantly generate a branded invoice in PDF or DOCX format.
Generate contracts for new opportunities
Every time a new opportunity is logged in Keap, Documentero creates a contract document using your custom template.
Prepare meeting summaries
When a new appointment is scheduled in Keap, Documentero produces a meeting agenda or summary document for internal use.
Export contact data to Excel
Whenever a new contact is created in Keap, Documentero fills an Excel sheet with the details for reporting or onboarding.
Create follow-up letters from notes
When a new note is added to a contact in Keap, Documentero generates a personalized letter or follow-up document.
Setup Guides
Zapier Tutorial: Integrate Keap with Documentero
- Create a new Zap in Zapier.
- Add Keap to the zap and choose one of the triggers (Watch New Applied Tags, Watch Sent Emails, Watch New Appointments). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Keap trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Keap with Documentero
- Create a new scenario in Make.
- Add Keap to the scenario and choose one of the triggers (Watch New Applied Tags, Watch Sent Emails, Watch New Appointments). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Keap trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate Keap with Documentero
- Create a new workflow in n8n.
- Add Keap to the workflow and choose one of the triggers (Watch New Applied Tags, Watch Sent Emails, Watch New Appointments). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Keap trigger.
- Execute (or activate) your workflow and verify the output.
Power Automate Tutorial: Integrate Keap with Documentero
- Create a new flow in Power Automate.
- Add Keap to the flow and choose one of the triggers (Watch New Applied Tags, Watch Sent Emails, Watch New Appointments). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Keap trigger.
- Test and save your flow.
