Dext + Keap Max Classic
Dext + Keap Max Classic
Dext + Keap Max Classic integrations
Create Dext client accounts when new tags are added to contacts in Keap Max Classic
When a tag is added to a contact in Keap Max Classic, this workflow promptly sets up a new client account in Dext. This enables businesses to ensure seamless alignment between their customer interaction and bookkeeping systems. No manual data transfer is needed between platforms, allowing you to focus on growing your customer base and managing finances more efficiently.
- When this happens...
- automatically do this!Create New Client AccountThis Zap creates a new client account and sends an invitation to join Dext Prepare to the client.
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More things you can do with Dext and Keap Max Classic
Discover other triggers and actions you can use with Dext and Keap Max Classic
- Archive Receipts
- Client Filter
Try ItTriggerPolling- Threshold
- Client Filter
Try ItTriggerPolling- PhotoRequired
- Client Filter
ActionWrite- PhotoRequired
- Client Filter
ActionWrite
- Client Filter
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- EmailRequired
- Mobile Number
- Account Name
ActionWrite- Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
ActionWrite
About Dext
Dext makes accountants and the businesses you look after more productive and profitable through better data and insights.
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