Apotheo + Keap Max Classic
Apotheo + Keap Max Classic
Create or update Keap Max Classic contacts when new Apotheo payments happen
Streamline your customer management by connecting your Apotheo and Keap Max Classic apps. With this workflow, as soon as a first payment is logged in Apotheo, a corresponding contact is instantly created or updated in Keap Max Classic. This enhances efficiency by ensuring your contact information is always up-to-date, freeing up your time to focus on building successful customer relationships.
- When this happens...First PaymentTriggers when a client submits their first payment.
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More things you can do with Apotheo and Keap Max Classic
Discover other triggers and actions you can use with Apotheo and Keap Max Classic
- Application Accepted
Triggers when an application is accepted
Try ItTriggerInstant - Application Moved to Pending
Triggers when application is moved to pending
Try ItTriggerInstant - Client Added
Triggers when a new client's account is created.
Try ItTriggerInstant - Client Deleted
Triggers when a client is deleted.
Try ItTriggerInstant
- Application Received
Triggers when an application form is received.
Try ItTriggerInstant - Application Rejected
Triggers when application is rejected
Try ItTriggerInstant - Client Archived
Triggers when client's account is archived.
Try ItTriggerInstant - Client Assigned Start Date
Triggers when client is assigned their start date.
Try ItTriggerInstant
