Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.
Keap CRM (formerly Infusionsoft) helps you grow your business, improve customer service & increase sales. Make customers happy.Keap Integrations
It's easy to connect Plaid + Keap without coding knowledge. Start creating your own business flow.
Triggers when a new item is created.
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Create a new payment recipient
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.