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
Triggers when you add a new contact.
ActionWrite

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Supported triggers and actions

What does this mean?

New Customer
Triggers when a customer is added.
Trigger
Scheduled
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Scheduled
Try It
Updated Subscription
Triggers when a subscription is updated.
Trigger
Scheduled
Try It
- First Name
- Last Name
- EmailRequired
- Cc Emails
- Organization
- Reference
- Address
- Address 2
- City
- State
- Zip
- Country
- Phone
Action
Write
- ProductRequired
- CustomerRequired
- Payment Profile
- Ref
- Coupon Code
- Payment Collection Method
- Receives Invoice Emails
- Net Terms
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Email
- Id
- Organization
Action
Search

- Product Family Id
- Product Family Name
- Product Family Description
Action
Search
- EmailRequired
- Id
- Organization
- First Name
- Last Name
- Cc Emails
- Reference
- Address
- Address 2
- City
- State
- Zip
- Country
- Phone
Action
Search or write
New Action sequence
Triggered when a new action sequence is added.
Trigger
Scheduled
Try It
New Company
Triggers when you add a new company.
Trigger
Scheduled
Try It
New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Trigger
Scheduled
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Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice.
Trigger
Scheduled
Try It
New Invoice
Triggers when you add a new invoice (with line item support).
Trigger
Scheduled
Try It
New Product
Triggers when you add a new product.
Trigger
Scheduled
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- Product
- Subscription Plan
Trigger
Scheduled
Try It
New Tag
Triggers when you add a new tag.
Trigger
Scheduled
Try It
- 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
Action
Write
- Contacts
- From Address
- To Address
- CC Addresses
- BCC Addresses
- Content Type
- Subject
- HTML Body
- Text Body
Action
Write
- ContactRequired
- Product
- Subscription Plan
- Promo Code
- Lead AffiliateRequired
- Sale AffiliateRequired
Action
Write
- 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
Action
Write
- ContactRequired
- Description
- Invoice Total
- Total Due
- Total Paid
Action
Search

New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
- Event TriggerRequired
Trigger
Scheduled
Try It
- Type of discountRequired
- Product FamilyRequired
- NameRequired
- CodeRequired
- DescriptionRequired
- Allow Negative Balance
- Recurring
- End Date
- Stackable
- Compounding Strategy
- Restricted Products
- Restricted Components
Action
Write
- ProductRequired
- NameRequired
- Handle
- Price In CentsRequired
- IntervalRequired
- Interval UnitRequired
- Trial Price In Cents
- Trial Interval
- Trial Interval Unit
- Trial Type
- Initial Charge In Cents
- Initial Charge After Trial
- Expiration Interval
- Expiration Interval Unit
Action
Write
- SubscriptionRequired
- Product
- Receives Invoice Emails
- Next Billing Date
- Net Terms
Action
Write
- Product Family IdRequired
- Include Archived
Action
Search
- Product Id
- Product Name
- Product Description
Action
Search
- Subscription IdRequired
Action
Search
- Subscription IdRequired
- ProductRequired
- CustomerRequired
- Payment Profile
- Ref
- Coupon Code
- Payment Collection Method
- Receives Invoice Emails
- Net Terms
Action
Search or write
New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- TagsRequired
Trigger
Instant
Try It
New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Trigger
Scheduled
Try It
New Opportunity
Triggers when you add a new opportunity.
Trigger
Scheduled
Try It
New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Trigger
Scheduled
Try It
- ProductRequired
- Subscription PlanRequired
Trigger
Scheduled
Try It
New Subscription Plan
Triggers when you add a new subscription plan.
Trigger
Scheduled
Try It
- CompanyRequired
- Phone 1
- Phone 1 Ext
- Email
- Fax 1
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Website
Action
Write
- EmailRequired
- Tag NamesRequired
Action
Write
- ContactRequired
- TitleRequired
- Description
- Created By
Action
Write
- Product NameRequired
- Product Price
- Description
- SKU
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search 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
Action
Search or write

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 Help

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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.

Help

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PRODUCTS

CAPABILITIES

By team

Chargify + Keap Max Classic

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

New Customer

New Subscription

Updated Subscription

Create Customer

First Name

Last Name

Cc Emails

Organization

Reference

Address

Address 2

City

State

Zip

Country

Phone

Create Subscription

ProductRequired

CustomerRequired

Payment Profile

Ref

Coupon Code

Payment Collection Method

Receives Invoice Emails

Net Terms

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find a Customer

Email

Id

Organization

Find a Product Family

Product Family Id

Product Family Name

Product Family Description

Find customer

EmailRequired

Id

Organization

First Name

Last Name

Cc Emails

Reference

Address

Address 2

City

State

Zip

Country

Phone

New Action sequence

New Company

New Contact Action

Credit Card Charge

New Invoice

New Invoice

New Product

Cancelled Subscription

Product

Subscription Plan

New Tag

Create/Update Contact

EmailRequired

Action Set/Sequence

How to check for duplicates

Opt-in

First Name

Last Name

Tag Names