Keap automations — Finance

Ready-made scenarios where Keap works for you (finance): pick one — a copy appears in your account and runs on its own.

137 scenarios

Form responses become contacts in Keap
Buyers from Stripe land in Keap
Documents from storage sent to accounting
Sales from Stripe flow into Keap
Payments become CRM contacts
Shopify sales land in Keap
New Stripe payment — contact created or updated in Keap
Contacts synced into accounting
Keap entries — into Amo Crm
Payments from платежи create contacts in Keap
An invoice in Google Sheets from a Typeform submission
The invoice emailed to the customer right after payment
Notifications about new invoices from your inbox to your messenger
A weekly project cost report — emailed on its own
Invoice payment reminders — sent automatically
A monthly finance report with insights — by email
Daily currency rates in your inbox — automatically
Converting a statement into your accounting import format
Price alerts — by email and to your phone
Automatic follow-ups on unpaid invoices
Invoice and payment link from a sheet row
Incoming invoices: forwarding, archiving and notification — automatic
A morning portfolio summary by email — automated
A morning digest of financial news — to your inbox
Scheduled invoice payment reminders for customers
An invoice archive from your accounting in the cloud — automatically
Automatic payment reminders for Xero invoices
Payment reminders with a link — by email and messenger
Expense tracking from receipt photos, automatically
A morning currency and crypto rundown by email
Receipt data into Google Sheets — from a chat photo
Unpaid-invoice control: task and email — on their own
A morning startup briefing — to your inbox
Recovering failed payments — with emails, automatically
Daily stock market recap — to your messenger and email
Daily portfolio return and risk tracking
Stock price alerts — sent to you the moment it matters
A short market-news digest to your inbox
Savings progress emails — with advice, not just a number
Receipts from your inbox — into a spreadsheet and storage
A 5-day outlook on your stocks — every evening
A daily review of your stock portfolio — to your inbox
An invoice to the client — from one status change
An email on a sharp Bitcoin price drop
Daily stock signals in Google Sheets
Exchange rates every morning — to your messenger and inbox
A daily digest of the best crypto rates — to your email
Weekly reminders for overdue invoices
Subscription retention — the email lands before the cancellation
A morning business-news brief in your inbox
Monthly sales report — to your inbox, compiled on its own
Crypto price watch — an alert the moment your limit is hit
Win back customers after a failed payment — emails written for you
Invoice bookkeeping from PDFs: drop the file, the data appears
Expense tracking from receipts with monthly reports
The price gap between exchanges — analyzed, by email
Client portfolio update emails, with adviser approval built in
Invoice processing from a messenger: data to a table, file to storage
Payment reminders to messenger and email — with a pay link
Invoices from billing — copied into your own storage
Duplicate vendor-invoice payment protection
Daily payment reports loaded into your database, with an email summary
Invoices and payment reminders — on schedule
Overdue invoice recovery: client emails and escalation on autopilot
Weekly client talking points, every Monday morning
Tax deadline control — a daily check and alerts
Matching invoices against orders — automatically
Employee expense reimbursement — automatically
A daily report of US Congress stock trades to your inbox
Buffett-style stock analysis — from a ticker in chat
Invoices and receipts from email, gathered into one folder
An expense claim — from receipts
Tax deduction processing from receipts, emailed to your accountant
Paid access to Zoom meetings via Stripe
Expense approvals, from form to manager's yes
Loan applications: assessed, decided and answered the same day
Invoice capture from a form, plus a weekly spending report
Automated invoice payment reminders
Daily profit report from your POS, on autopilot
Refund risk scoring on every order
Monthly business tax calculation — prepared automatically
Multi-tier expense approval on autopilot
Payment receipts: sending, archive and ledger — automatically
Alerts for the space station passing overhead — when it's visible
A daily multi-market report to your inbox, automatically
Daily price logging with an analysis and chart, emailed
A morning market digest for your stocks — by email
A gold-market breakdown with a forecast — every few hours
'Buy / sell' signals on top coins
Gold vs stocks — an emailed report with a chart
Invoice intake with reading, risk checks and approval
Smart contract and tokenomics risk review — delivered to your inbox
A report on your wallet positions — to chat and email, on schedule
Corporate actions matched to a client's portfolio, explained by email
Risk scoring across all your systems — alerts and reports
A daily news digest to your inbox — AI-made
Your agency's real profit — in chat every day
Tracking money rotation between market sectors
Receipts sort themselves by category — personal, business, shared
Price-spike alerts with the news behind them