Keap and Stripe automations

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

89 scenarios

A new file in storage emails the people who care
Sales from Stripe flow into Keap
Shop customers land in your CRM
New Stripe customers go straight into your Keap lists
Customers from Stripe become contacts in Keap
Buyers from Stripe land in Keap
Abandoned carts from Stripe into your Keap audience
Stripe customers land in your address book
Customers from Stripe become subscribers in Keap
Customers from Stripe into Keap customer lists
New Stripe payment — contact created or updated in Keap
Documents from storage sent to accounting
Stripe sales land in Keap
Payments become CRM contacts
Stripe buyers update contacts in Keap
New Stripe contacts show up in Keap
Store customers — straight into your mailing base
New products from Stripe — straight into Keap
New store products straight into your accounting system
Interview scheduling and invitations — automatically
Your daily meeting digest, emailed each morning
Route each new order into your CRM, invoices, and mailing list
Property-tour booking without the back-and-forth
Win back abandoned Stripe carts by email and in CRM
Recovering failed payments — with emails, automatically
A receipt to the client and an alert to the team — right after payment
An invoice to the client — from one status change
A study plan, already placed in your calendar
A morning brief on your day and meetings
A daily news digest on your topic, gathered automatically
The right offer sent right after the enquiry — with a follow-up reminder
Sales insights and team alerts — from your table
Personalised welcome emails right after payment
Performance reviews on schedule — reminders, meetings and statuses on their own
A full lesson pack from one form
A personal chat assistant: email, calendar, contacts
High-value lead alerts — to chat, sheet and calendar
Automatic candidate screening and interview booking
Book meetings from chat with an invite
Cycle tracking with morning insights — automatically
From a meeting — ready tasks, events and notifications
Reminders for key employee dates
Client onboarding from an intake form — checklist, consultant and kickoff
Online service booking through an AI chat
Paid access to Zoom meetings via Stripe
Intake and routing of service requests with appointment booking
Auto follow-up that turns leads into meetings — with reminders and sheet logging
Form feedback sorts itself: tasks, table, alerts
Clinic booking with confirmation and reminder
Resume screening and interview scheduling
Taking bookings in Telegram with Stripe entries
Sales call breakdown: transcript, lead status, task
Supplier follow-ups on overdue orders — automatically
Your agency's real profit — in chat every day
Events on autopilot: registration, payment, reminders
Client onboarding after a won deal
A customer's total payments on their CRM contact — automatically
Interviews: invite, reminder and hiring decision in one chain
Call summaries, tasks and follow-ups, automatically
Meeting summaries and tasks across every channel — automatically
AI screening of meeting requests — only the meetings worth it
Paid store orders — into your accounting system on their own
A daily content plan built from fresh trends
Paid appointment booking: calendar, payment and reminder
Winning back no-shows — follow-ups and rebooking, handled
Consolidating revenue from every till and prepping filings
A team of business assistants — in your messenger
From CV to interview invitation, automatically
Client visit booking — the assistant replies and books on its own
Candidate screening: CV scoring, an invitation and the interview booked
Reconcile payments, bank and orders — mismatches found for you
A personal assistant in your messenger — with memory, voice and actions
A personal assistant in Telegram: calendar, email, contacts
A chatbot that answers from your documents
Kick off a client project the moment they pay
Application handling: CVs, evaluation, interviews
Property compliance monitoring with automatic follow-through
Lead triage and qualification — with demos and follow-ups
Post-op patient check-ins, with warning signs escalated to the doctor
Every sale — logged, a ping to you and a thank-you to the buyer
Store orders straight into your accounting system
A personal AI assistant in Telegram: email, calendar, notes
Refinement prep — agenda and task review ready before the meeting
Sprint planning prep — story checks and emails
AI marketing outreach with reply handling — on autopilot
Appointment booking in chat — without a receptionist
An HR assistant for employees in a messenger
A sales assistant across every messenger
Run your work from one chat — mail, calendar, tasks, clients