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Get Started FreeTriggers when a new note/page is created in a notebook/section.
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 a tag is added to a contact the first time.
Triggers when an existing contact is updated.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note/page in a specific Notebook/Section
Creates a new company.
Creates a new contact.
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.
Triggers when a new note/page is created in a notebook/section.
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 a tag is added to a contact the first time.
Triggers when an existing contact is updated.
Create a new note in the "Quick Notes" section of your default notebook.
Creates a new note/page in a specific Notebook/Section
Creates a new company.
Creates a new contact.
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.
Choose OneNote as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Keap as the action app from the list.
Connect your Keap account & authenticate it.
Select the data you want to send from OneNote to Keap & your AI Agent is ready!
New Note In Section
Create or Update Contact
New Note In Section
Create Note
New Note In Section
Tag Contact
New Note In Section
Create Company
New Note In Section
Create Task
OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.
The integration between OneNote and Keap is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating OneNote with Keap, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the OneNote-Keap integration:
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