Keap Max Classic + vcita

Keap Max Classic + vcita integrations

Create or update Keap Max Classic contacts from new vcita appointments

Effortlessly maintain your contacts in Keap Max Classic whenever a new appointment is scheduled in vCita. With this workflow, every time you have a new appointment in the vCita app, your contact details will be updated or created, as needed, in your Keap Max Classic account. Streamline your contact management process and ensure you always have the latest information at your fingertips.

When this happens...
New AppointmentTriggers when a new appointment is created.
TriggerInstant
automatically do this!
ActionWrite

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More things you can do with vcita and Keap Max Classic

Discover other triggers and actions you can use with vcita and Keap Max Classic

New Appointment
Triggers when a new appointment is created.
Trigger
Instant
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Created Invoice
Triggers when a new invoice is created
Trigger
Instant
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New Payment
Triggers when a new payment is created.
Trigger
Instant
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- Address
  Required
- Allow Online Payment
- Client ID
  Required
- Currency
  Required
- Due Date
  Required
- Invoice Number
- Issued At
  Required
- Amount
  Required
- Description
- Discount
- Quantity
  Required
- Title
  Required
- Note
- Send Email
- Source Campaign
- Source Channel
- Source Name
- Source URL
- Staff ID
- Status
- Title
- Name
  Required
- Rate
  Required
Action
Write
- Amount
  Required
- Client ID
  Required
- Currency
  Required
- Paid At
- Payment Method
  Required
- Payment Subject ID
- Payment Subject Type
- Send Receipt
- Staff ID
- Title
  Required
Action
Write

- Search Term
  Required
- Items Per Page
- Page Number
- Search By
Action
Search

New Client
Triggers when new client is created.
Trigger
Instant
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New Invoice
Triggers when a new invoice is issued.
Trigger
Instant
Try It
- Address
- Email Address
- First Name
  Required
- Last Name
- Phone Number
- Source campaign
- Source channel
- Source name
- Source Url
- Staff ID
- Status
- Tags
Action
Write
- Client ID
  Required
- Title
- Message Text
  Required
- Message Direction
  Required
- Communication Channel
- Staff ID
Action
Write
- Client ID
  Required
- Address
- Email
- First Name
  Required
- Last Name
- Phone Number
- Staff ID
- Status
- Tags
Action
Write

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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About vcita

vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.

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Related categories

CRM (Customer Relationship Management)

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