Keap Max Classic + Teamwork + Highrise Integrations

How to connect Keap Max Classic + Teamwork + Highrise

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Do even more with Keap Max Classic + Teamwork + Highrise

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, Teamwork, and Highrise. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Action sequence
Triggered when a new action sequence is added.
Trigger
Scheduled
New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
New Company
Triggers when you add a new company.
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Trigger
Scheduled

Tag Added to Contact
Triggers when a tag gets added to a contact.
Trigger
Instant
Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Trigger
Scheduled

New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Trigger
Scheduled

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
Teamwork
Triggered when you add a new calendar event.
Instant
Trigger
Teamwork
Triggered when a calendar event reminder is sent.
Instant
Trigger
Teamwork
Triggered when you add a new card.
Instant
Trigger
Teamwork
Triggered when you add a new column.
Instant
Trigger
Teamwork
Triggered when you add a new comment.
Instant
Trigger
Teamwork
Triggered when you add a new company.
Instant
Trigger
Teamwork
Triggered when you add a new expense.
Instant
Trigger
Teamwork
Triggered when you add a new file.
Instant
Trigger
Teamwork
Triggered when you add a new invoice.
Instant
Trigger
Teamwork
Triggered when you add a new link.
Instant
Trigger
Teamwork
Triggered when you add a new message.
Instant
Trigger
Teamwork
Triggered when you add a new message reply.
Instant
Trigger
Teamwork
Triggered when you add a new milestone.
Instant
Trigger
Teamwork
Triggered when you add a new notebook.
Instant
Trigger
Teamwork
Triggered when you add a new person.
Instant
Trigger
Teamwork
Triggered when you add a new project.
Instant
Trigger
Teamwork
Triggered when a project is updated or deleted.
Instant
Trigger
Teamwork
Triggered when you add a new risk.
Instant
Trigger
Teamwork
Triggered when you add a new status.
Instant
Trigger
Teamwork
Triggered when you add a new task.
Instant
Trigger
Teamwork
Triggered when you add a new task list.
Instant
Trigger
Teamwork
Triggered when a task is updated or deleted.
Instant
Trigger
Teamwork
Triggered when you add a new time entry.
Instant
Trigger
Teamwork
Adds a task list from a template to the selected project.
Scheduled
Action
Teamwork
Creates a new calendar event.
Scheduled
Action
Teamwork
Creates a new calendar event type.
Scheduled
Action
Teamwork
Creates a new column.
Scheduled
Action
Teamwork
Creates a new company.
Scheduled
Action
Teamwork
Creates a new expense.
Scheduled
Action
Teamwork
Creates a new file category.
Scheduled
Action
Teamwork
Creates a new file comment.
Scheduled
Action
Teamwork
Uploads a file to a project.
Scheduled
Action
Teamwork
Creates a new invoice.
Scheduled
Action
Teamwork
Creates a new link category.
Scheduled
Action
Teamwork
Creates a new link comment.
Scheduled
Action
Teamwork
Creates a new link.
Scheduled
Action
Teamwork
Marks a task complete.
Scheduled
Action
Teamwork
Creates a new message category.
Scheduled
Action
Teamwork
Creates a new message.
Scheduled
Action
Teamwork
Creates a new message reply.
Scheduled
Action
Teamwork
Creates a new milestone comment.
Scheduled
Action
Teamwork
Creates a new milestone.
Scheduled
Action
Teamwork
Moves a board card.
Scheduled
Action
Teamwork
Creates a new notebook category.
Scheduled
Action
Teamwork
Creates a new notebook comment.
Scheduled
Action
Teamwork
Creates a new notebook.
Scheduled
Action
Teamwork
Creates a new person.
Scheduled
Action
Teamwork
Creates a new project category.
Scheduled
Action
Teamwork
Creates a new project.
Scheduled
Action
Teamwork
Adds people to a project.
Scheduled
Action
Teamwork
Creates a new status.
Scheduled
Action
Teamwork
Creates a new task comment.
Scheduled
Action
Teamwork
Creates a new task.
Scheduled
Action
Teamwork
Creates a new task list.
Scheduled
Action
Teamwork
Creates new time entry on a project.
Scheduled
Action
Teamwork
Creates new time entry on a task.
Scheduled
Action
Teamwork
Updates an existing task.
Scheduled
Action
Teamwork
Finds a calendar event by searching.
Scheduled
Action
Teamwork
Finds a column by searching.
Scheduled
Action
Teamwork
Finds a company by searching.
Scheduled
Action
Teamwork
Finds a file comment by searching.
Scheduled
Action
Teamwork
Finds a file by searching.
Scheduled
Action
Teamwork
Finds a link comment by searching.
Scheduled
Action
Teamwork
Finds a link by searching.
Scheduled
Action
Teamwork
Finds a message by searching.
Scheduled
Action
Teamwork
Finds a milestone comment by searching.
Scheduled
Action
Teamwork
Finds a milestone by searching.
Scheduled
Action
Teamwork
Finds a notebook comment by searching.
Scheduled
Action
Teamwork
Finds a notebook by searching.
Scheduled
Action
Teamwork
Finds a person by searching.
Scheduled
Action
Teamwork
Finds a project by searching.
Scheduled
Action
Teamwork
Finds a task comment by searching.
Scheduled
Action
Teamwork
Finds a task list by searching.
Scheduled
Action
Teamwork
Finds a task by searching.
Scheduled
Action
Teamwork
Finds a calendar event by searching.
Scheduled
Action
Teamwork
Finds a column by searching.
Scheduled
Action
Teamwork
Finds a company by searching.
Scheduled
Action
Teamwork
Finds a file comment by searching.
Scheduled
Action
Teamwork
Finds a file by searching.
Scheduled
Action
Teamwork
Finds a link comment by searching.
Scheduled
Action
Teamwork
Finds a link by searching.
Scheduled
Action
Teamwork
Finds a message by searching.
Scheduled
Action
Teamwork
Finds a milestone comment by searching.
Scheduled
Action
Teamwork
Finds a milestone by searching.
Scheduled
Action
Teamwork
Finds a notebook comment by searching.
Scheduled
Action
Teamwork
Finds a notebook by searching.
Scheduled
Action
Teamwork
Finds a person by searching.
Scheduled
Action
Teamwork
Finds a project by searching.
Scheduled
Action
Teamwork
Finds a task comment by searching.
Scheduled
Action
Teamwork
Finds a task list by searching.
Scheduled
Action
Teamwork
Finds a task by searching.
Scheduled
Action
Highrise
Triggered when a new task category is added
Scheduled
Trigger
Highrise
Triggers when a new company is added to Highrise.
Scheduled
Trigger
Highrise
Triggers when a new contact is added to Highrise.
Scheduled
Trigger
Highrise
Triggers when a new custom field is created in Highrise.
Scheduled
Trigger
Highrise
Triggered when a new deal is added
Scheduled
Trigger
Highrise
Triggered when a new deal category is added
Scheduled
Trigger
Highrise
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Scheduled
Trigger
Highrise
Triggered when a new group is added
Scheduled
Trigger
Highrise
Triggered when a new case is added
Scheduled
Trigger
Highrise
Triggers when a new tag is added to Highrise.
Scheduled
Trigger
Highrise
Triggered when a new task is added
Scheduled
Trigger
Highrise
Triggered when a new user is added.
Scheduled
Trigger
Highrise
If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.
Scheduled
Action
Highrise
Creates a new company if it does not exist yet.
Scheduled
Action
Highrise
Creates a new contact, or, if a contact exists, we will update it.
Scheduled
Action
Highrise
Creates a new deal.
Scheduled
Action
Highrise
Creates a new deal associated with a contact or person.
Scheduled
Action
Highrise
Creates a new case.
Scheduled
Action
Highrise
Creates a new task.
Scheduled
Action
Highrise
Creates a new task associated with a contact or person.
Scheduled
Action
Highrise
Creates a new task associated with a case. Will create a new case if it doesn't exist
Scheduled
Action
Highrise
Finds a company by name.
Scheduled
Action
Highrise
Finds a contact by email.
Scheduled
Action

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How Keap Max Classic + Teamwork + Highrise Integrations Work

Step 1: Authenticate Keap Max Classic, Teamwork, and Highrise.
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.

Connect apps

Connect Keap Max Classic + Teamwork + Highrise

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.

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Marketing Automation

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About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.

Learn more