Create integrations between Keap Max Classic and Kobana (previously Boleto Simples) to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Keap Max Classic and Kobana (previously Boleto Simples) to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New 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 appPagamento De Boleto Criado (bank_billet_payment.created)
Evento disparado quando um pagamento de boleto é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pagamento De Boleto Atualizado (bank_billet_payment.updated)
Evento disparado quando um pagamento de boleto é atualizado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Criado (bank_billet.created)
Evento disparado quando um boleto é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Vencido (bank_billet.overdue)
Evento disparado quando um boleto fica vencido.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Registrado (bank_billet.registered)
Evento disparado quando um boleto é registrado no banco.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Atualizado (bank_billet.updated)
Evento disparado quando os dados de um boleto são atualizados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Excluída (customer_subscription.deleted)
Evento disparado quando uma assinatura é excluída.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Criado (customer.created)
Evento disparado quando um cliente é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Atualizado (customer.updated)
Evento disparado quando os dados de um cliente são atualizados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Retorno Processado (discharge.processed)
Evento disparado quando um arquivo cnab de retorno é processado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carnê Excluído (installment.deleted)
Evento disparado quando um carnê é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parcelas Do Carnê Criadas (installment.processed)
Evento disparado quando todas as parcelas de um carnê foram criadas.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Baixado (remittance.downloaded)
Evento disparado quando o download de um arquivo cnab de remessa é realizado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Enviado (remittance.sent)
Evento disparado quando um arquivo cnab de remessa é enviado para o banco (somente quando a carteira de cobrança está com a VAN ativada).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ID do BoletoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NomeRequired
CNPJ/CPFRequired
Apelido/Nome Fantasia
Pessoa de Contato
E-mail
E-mail opcional
Nunca enviar e-mail para este cliente. Se marcado como true, o cliente não receberá e-mails automáticos.
Telefone
DDD do Celular
Número do Celular
CEPRequired
EndereçoRequired
N⁰ do Endereço
Complemento
BairroRequired
EstadoRequired
CidadeRequired
Endereço para arquivo remessa
Observações
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Arquivo CNAB (.ret)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
ID do Boleto
Carteira de Cobrança
Data de Pagamento (De)
Data de Pagamento (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your app
New 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 foundPagamento De Boleto Excluído (bank_billet_payment.created)
Evento disparado quando um pagamento de boleto é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Cancelado (bank_billet.canceled)
Evento disparado quando um boleto é cancelado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PDF Do Boleto Gerado (bank_billet.generated)
Evento disparado quando o PDF do boleto é gerado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Pago (bank_billet.paid)
Evento disparado quando um boleto é pago.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Rejeitado (bank_billet.rejected)
Evento disparado quando um boleto é rejeitado pelo banco.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Criada (customer_subscription.created)
Evento disparado quando uma assinatura é criada.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Atualizada (customer_subscription.updated)
Evento disparado quando uma assinatura é atualizada.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Excluído (customer.deleted)
Evento disparado quando um cliente é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Retorno Criado (discharge.created)
Evento disparado quando um arquivo cnab de retorno é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carnê Criado (installment.created)
Evento disparado quando um carnê é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PDF Das Parcelas Do Carnê Gerados (installment.generated)
Evento disparado quando os PDFs de todas as parcelas de um carnê foram gerados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Criado (remittance.created)
Evento disparado quando um arquivo cnab de remessa é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Processado (remittance.processed)
Evento disparado quando um arquivo cnab de remessa é processado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carteira de Cobrança
Quantia - R$Required
Data de VencimentoRequired
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
E-mail opcional
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID do BoletoRequired
Valor Pago - R$Required
Data do PagamentoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
Quantia - R$Required
Ciclo
Data da Primeira Cobrança
Antecedência (em dias)
Data da Última Cobrança
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
Quantia - R$Required
Ciclo
Data da Primeira Cobrança
ParcelasRequired
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Nosso Número (our_number)
Nosso Número com DV limpo (processed_our_number_raw)
Carteira de Cobrança
Situação
CNPJ/CPF do Cliente
Data de Vencimento (De)
Data de Vencimento (Até)
Data de Pagamento (De)
Data de Pagamento (Até)
Data do Registro (De)
Data do Registro (Até)
Data de Criação (De)
Data de Criação (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Carteira de Cobrança
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Carteira de Cobrança
Código do Registro (our_code)
Data de Vencimento (De)
Data de Vencimento (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your app