Keap Max Classic + Code by Zapier + PracticePanther Legal Software Integrations
How to connect Keap Max Classic + Code by Zapier + PracticePanther Legal Software
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Do even more with Keap Max Classic + Code by Zapier + PracticePanther Legal Software
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 Keap Max Classic, Code by Zapier, and PracticePanther Legal Software. And don’t forget that you can add more apps and actions to create complex workflows.
New Action sequenceTriggered when a new action sequence is added.Trigger- New AffiliateTriggers when you add a new affiliate.Trigger
- New CompanyTriggers when you add a new company.Trigger
- New ContactTriggers when you add a new contact.Trigger
- New Contact ActionTriggers when you add a new action for a contact (task, note, or appointment).Trigger
- Tag Added to ContactTriggers when a tag gets added to a contact.Trigger
- Credit Card ChargeTriggers when a credit card charge is processed from Infusionsoft through a merchant account.Trigger
- New ExpenseTriggers when you add a new expense for an opportunity or leadsource.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
- Code by Zapier
Use Javascript to kick off a workflow. You must return an array of objects.
Scheduled
Trigger
- Code by Zapier
Use Python to kick off a workflow. You must return an array of objects.
Scheduled
Trigger
- Code by Zapier
Run Javascript in response to data from trigger.
Scheduled
Action
- Code by Zapier
Run Python in response to data from trigger.
Scheduled
Action
- PracticePanther Legal Software
Triggers when a new contact is created.
Scheduled
Trigger
- PracticePanther Legal Software
Get Bank Accounts.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new call log is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new email is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new event is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new expense is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new expense category is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new invoice is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new item is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new matter is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new note is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new payment is created.
Scheduled
Trigger
- PracticePanther Legal Software
New Relationship.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new task is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new time entry is created.
Scheduled
Trigger
- PracticePanther Legal Software
Triggers when a new user is created.
Scheduled
Trigger
- PracticePanther Legal Software
Creates a contact.
Scheduled
Action
- PracticePanther Legal Software
Creates a bank account.
Scheduled
Action
- PracticePanther Legal Software
Creates a call log.
Scheduled
Action
- PracticePanther Legal Software
Creates an email.
Scheduled
Action
- PracticePanther Legal Software
Creates an event.
Scheduled
Action
- PracticePanther Legal Software
Creates an expense.
Scheduled
Action
- PracticePanther Legal Software
Creates an expense category.
Scheduled
Action
- PracticePanther Legal Software
Creates an item.
Scheduled
Action
- PracticePanther Legal Software
Creates a matter.
Scheduled
Action
- PracticePanther Legal Software
Creates a note.
Scheduled
Action
- PracticePanther Legal Software
Creates a task.
Scheduled
Action
- PracticePanther Legal Software
Creates a time entry.
Scheduled
Action
- PracticePanther Legal Software
Searches for a contact by email address, name, contact number or phone number, and can create one if not found.
Scheduled
Action
- PracticePanther Legal Software
Searches for a matter by name or number, or create one if not found.
Scheduled
Action
- PracticePanther Legal Software
Searches for a user by email address.
Scheduled
Action
- PracticePanther Legal Software
Find or Create Contact
Scheduled
Action
- PracticePanther Legal Software
Find or Create Matter
Scheduled
Action
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How Keap Max Classic + Code by Zapier + PracticePanther Legal Software Integrations Work
- Step 1: Authenticate Keap Max Classic, Code by Zapier, and PracticePanther Legal Software.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.
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