Chargify + Keap Max Classic

Add or update Keap Max Classic contacts for new customers on Chargify

To keep that business moving, you need the latest data. So why allow the gap between Chargify and Keap Max Classic to be a bottleneck? Use this Zap to bridge it and restore your efficiency. After it's been set up, every new customer on Chargify will also be added as a contact on Keap Max Classic automatically (or updated if they exist), giving you the automated assistance you need to stay on top of your user base at all times.

When this happens...
New Customer
Triggers when a customer is added.
TriggerScheduled
automatically do this!
Create/Update Contact
Creates a new contact. Can be used to update existing contacts too.
ActionWrite

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Supported triggers and actions

What does this mean?

New Customer
Triggers when a customer is added.
Trigger
Scheduled
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
New Subscription
Triggers when a new subscription is created.
Trigger
Scheduled
New Subscription State
Triggers when the state of a subscription changes.
Trigger
Scheduled
Updated Subscription
Triggers when a subscription is updated.
Trigger
Scheduled
Create Coupon
Creates a coupon.
Action
Write
Create Customer
Creates a customer.
Action
Write
Create Product Price Point
Creates a product price point.
Action
Write
Chargify
Creates a subscription.
Scheduled
Action
Chargify
Updates an existing subscription.
Scheduled
Action
Chargify
Finds a product family component.
Scheduled
Action
Chargify
Finds a customer.
Scheduled
Action
Chargify
Finds a product.
Scheduled
Action
Chargify
Finds a product family.
Scheduled
Action
Chargify
Finds a subscription.
Scheduled
Action
Chargify
Find a customer by customer ID. Optionally, create one if none are found.
Scheduled
Action
Chargify
Find a subscription by subscription ID. Optionally, create one if none are found.
Scheduled
Action
Keap Max Classic
Triggered when a new action sequence is added.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new affiliate.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new company.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new contact.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new action for a contact (task, note, or appointment).
Scheduled
Trigger
Keap Max Classic
Triggers when a tag gets added to a contact.
Instant
Trigger
Keap Max Classic
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new expense for an opportunity or leadsource.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new invoice.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new opportunity.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new product.
Scheduled
Trigger
Keap Max Classic
Triggers when a contact subscribes to plan.
Scheduled
Trigger
Keap Max Classic
Triggers when a contact unsubscribes from plan.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new subscription plan.
Scheduled
Trigger
Keap Max Classic
Triggers when you add a new tag.
Scheduled
Trigger
Keap Max Classic
Create a new company.
Scheduled
Action
Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
Scheduled
Action
Keap Max Classic
Applies a tag to an existing contact.
Scheduled
Action
Keap Max Classic
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Scheduled
Action
Keap Max Classic
Creates a note on an existing contact
Scheduled
Action
Keap Max Classic
Creates a new order.
Scheduled
Action
Keap Max Classic
Create a new Product.
Scheduled
Action
Keap Max Classic
Updates an existing contact.
Scheduled
Action
Keap Max Classic
Find a Contact by their Email Address or Username.
Scheduled
Action
Keap Max Classic
Find an Invoice by specifying a Contact and Invoice details.
Scheduled
Action
Keap Max Classic
Finds or creates a specific contact.
Scheduled
Action

About Chargify

Chargify is a Recurring Billing and Subscription Management tool platform that's designed to remove billing bottlenecks and give teams the speed and flexibility to grow faster.

Learn more

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About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.