Keap Max Classic + Square
Create Keap Max Classic contacts from new Square transactions
Tracking transactions in your CRM is an excellent way to ensure that you're logging all your customer activity. But manually keeping that information up-to-date can be a time-consuming task. With this Square-Keap Max Classic integration activated, Zapier will automatically add a new contact in Keap Max Classic whenever a new transaction is placed on your Square account.
Tracking transactions in your CRM is an excellent way to ensure that you're logging all your customer activity. But manually keeping that information up-to-date can be a time-consuming task. With this Square-Keap Max Classic integration activated, Zapier will automatically add a new contact in Keap Max Classic whenever a new transaction is placed on your Square account.
New AppointmentTriggers when a new appointment is created.Trigger- New Catalog ItemTriggers when a new catalog item is created.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New InvoiceTriggers when a new invoice is added.Trigger
- New OrderTriggers when a new order is processed.Trigger
- New PaymentTriggers when a new payment is created.Trigger
- Add Customer to GroupAdds a customer to a group.Action
- Create AppointmentCreates a new appointment.Action
- Square
Adjusts an inventory or changes its physical count.
Scheduled
Action
- Square
Creates a customer.
Scheduled
Action
- Square
Creates a new draft invoice for an order.
Scheduled
Action
- Square
Creates an externally paid and completed order.
Scheduled
Action
- Square
Refunds a completed payment.
Scheduled
Action
- Square
Removes a customer from a group.
Scheduled
Action
- Square
Sends an existing draft invoice.
Scheduled
Action
- Square
Updates a customer.
Scheduled
Action
- Square
Finds a customer based on email, phone number, or reference ID.
Scheduled
Action
- Square
Finds a service.
Scheduled
Action
- Square
Finds an order based on customer, fulfillment status, or order state.
Scheduled
Action
- Square
Find a customer. Optionally, create one if none are found.
Scheduled
Action
- Square
Find an order. 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 Keap Max Classic
Related categories
Similar apps
HubSpot
Marketing Automation
Inbound Now
Marketing Automation, WordPress
Intercom
Customer Support
Related categories
Similar apps
PayPal
Payment Processing
Shopify
eCommerce
Epos Now
Payment ProcessingGet started for free
You can't add more hours to the day. Zapier is the next best thing.