How to connect Asana + Keap Max Classic + Xero
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Do even more with Asana + Keap Max Classic + Xero
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Asana, Keap Max Classic, and Xero. And don’t forget that you can add more apps and actions to create complex workflows.
WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ProjectRequired
Task
Workspace
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Workspace / OrganizationRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTask IDRequired
WorkspaceRequired
ProjectRequired
SectionRequired
Position in Section
Before/After Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Helptext
Workspace
Project
Tag
NameRequired
Task Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace / OrganizationRequired
ProjectRequired
Section NameRequired
Section to Insert After
Section to Insert Before
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
TaskRequired
TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Welcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
ProjectRequired
Task NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPremium User Help Text
WorkspaceRequired
Projects (Any)
Text
Is Subtask?
Is Completed?
Sort By
Sort Ascending?
Has Attachment?
Is Blocking?
Is Blocked?
Resource Subtype
Custom Fields Help Text
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspaceRequired
NameRequired
Team
NotesRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundWorkspaceRequired
ProjectRequired
Task NameRequired
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Action sequence
Triggered when a new action sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when you add a new company.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when you add a new product.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Tag
Triggers when you add a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmailRequired
Action Set/Sequence
How to check for duplicates
Opt-in
First Name
Last Name
Tag Names
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contacts
From Address
To Address
CC Addresses
BCC Addresses
Content Type
Subject
HTML Body
Text Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Product
Subscription Plan
Promo Code
Lead AffiliateRequired
Sale AffiliateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Email
Action Set/Sequence
How to check for duplicates
Opt-in
First Name
Last Name
Tag Names
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Description
Invoice Total
Total Due
Total Paid
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Quote Status
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
From AccountRequired
To AccountRequired
AmountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
ContactRequired
Date
Expiry
Quote Number
Reference
Theme
Title
Summary
Currency
Amounts Are
Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Invoice NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Number
Reference
Sent To Contact
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Discount %
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact (supplier)Required
Date
Delivery Date
Order Number
Reference
Theme
Currency
Tax Type
Delivery Address
Attention
Telephone
Delivery Instructions
Attachments
Purchase Order Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
WorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Tag Created
Triggered when you create a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planWorkspaceRequired
ProjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.WorkspaceRequired
ProjectRequired
Disclaimer
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Workspace/Organization
Triggered when you add a new workspace/organization.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProjectRequired
TaskRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Workspace or Organization
Project TemplateRequired
Project NameRequired
Make Public?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Task IDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
Team
NameRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Mark Task as complete?
Mark Task as liked?
Name
Assignee
Followers
Tags
Description
Is the description rich text?
Custom Field Info
WorkspaceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.WorkspaceRequired
ProjectRequired
Section NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTask IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appWorkspace
Email Address or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProjectRequired
Task NameRequired
WorkspaceRequired
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTask IDRequired
WorkspaceRequired
Name
Description
Is the description rich text?
Mark Task as complete?
Mark Task as liked?
Assignee
Followers
Tags
Custom Field Info
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Affiliate
Triggers when you add a new affiliate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Expense
Triggers when you add a new expense for an opportunity or leadsource.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when you add a new opportunity.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProductRequired
Subscription PlanRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Subscription Plan
Triggers when you add a new subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Phone 1
Phone 1 Ext
Email
Fax 1
Street Address 1
Street Address 2
City
State
Postal Code
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Tag NamesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TitleRequired
Description
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Price
Description
SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
EmailRequired
Action Set/Sequence
How to check for duplicates
Opt-in
First Name
Last Name
Tag Names
Job Title
Company
Lead Source
Person Type
Person Notes
Billing Address Street (Line 1)
Billing Address Street (Line 2)
Billing Address City
Billing Address State
Billing Address Zip Code
Billing Address Zip Extension
Billing Address Country
Billing Address Type
Shipping Address Street (Line 1)
Shipping Address Street (Line 2)
Shipping Address City
Shipping Address State
Shipping Address Zip Code
Shipping Address Zip Extension
Shipping Address Country
Shipping Address Type
Optional Address Street (Line 1)
Optional Address Street (Line 2)
Optional Address City
Optional Address State
Optional Address Zip Code
Optional Address Zip Extension
Optional Address Country
Optional Address Type
Phone 1
Phone 1 Ext
Phone 1 Type
Phone 2
Phone 2 Ext
Phone 2 Type
Phone 3
Phone 3 Ext
Phone 3 Type
Fax 1
Fax 1 Type
Fax 2
Fax 2 Type
Suffix
Title
Username
Email Address 2
Website
Facebook
Linked In
Twitter
Birthday
Anniversary
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundOrganizationRequired
Payment Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOrganizationRequired
Transaction TypeRequired
ContactRequired
Bank AccountRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
TypeRequired
ContactRequired
Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Contact NameRequired
Email Address
Status
Date
Due Date
Currency
Url
Attachment
Branding Theme
Reference
Line Items Type
Item Code
Description
QuantityRequired
Unit Price
Account
Tax Rate
Tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Document Type
Document ID or NumberRequired
Paid ToRequired
Date
Currency Rate
AmountRequired
Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Welcome
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganizationRequired
Search ByRequired
Contact NameRequired
Account Number
Primary Person - First Name
Primary Person - Last Name
Primary Person - Email
Phone - Country Code
Phone - Area Code
Phone Number
Fax - Country Code
Fax - Area Code
Fax - Number
Mobile - Country Code
Mobile - Area Code
Mobile - Number
Direct Dial - Country Code
Direct Dial - Area Code
Direct Dial - Number
Address Type Of
Address - Attention
Address - Line 1
Address - Line 2
Address - City/Town
Address - State/Region
Address - Postal/Zip Code
Address - Country
Tax Number
Bank Account Number
Groups
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Asana + Keap Max Classic + Xero Integrations Work
- Step 1: Authenticate Asana, Keap Max Classic, and Xero.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.