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Automate tasks across ChargeDesk with Keap

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Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make ChargeDesk and Keap talk.
Here are some common ways to automate work between them.

Send a Keap notification when ChargeDesk receives a high-priority item.Try now
Create a Keap follow-up from new qualified activity in ChargeDesk.Try now
Copy new customer details from ChargeDesk into Keap.Try now
Update the matching Keap item when a ChargeDesk status changes.Try now
Start a review in Keap when ChargeDesk flags an exception.Try now
Summarize new ChargeDesk activity and save it in Keap.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your ChargeDesk and Keap work.

Connect your ChargeDesk and Keap. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 54 actions between ChargeDesk and Keap.
Can’t find an action you need? Let us know.

List Agent ActivityRun a list agent activity action in ChargeDesk.Create ChargeCreate charge in ChargeDesk.List ChargesRun a list charges action in ChargeDesk.Retrieve ChargeRun a retrieve charge action in ChargeDesk.Update ChargeUpdate charge in ChargeDesk.Email ChargeRun an email charge action in ChargeDesk.Retrieve Charge ItemsRun a retrieve charge items action in ChargeDesk.Preview ChargeRun a preview charge action in ChargeDesk.Create CustomerCreate customer in ChargeDesk.List CustomersRun a list customers action in ChargeDesk.Retrieve CustomerRun a retrieve customer action in ChargeDesk.Update CustomerUpdate customer in ChargeDesk.Group CustomersRun a group customers action in ChargeDesk.Create ProductCreate product in ChargeDesk.List ProductsRun a list products action in ChargeDesk.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with ChargeDesk and Keap.

MindCloud connects ChargeDesk and Keap so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.