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Keap Max Classic + Xero Integrations

How to connect Keap Max Classic + Xero

Zapier lets you send info between Keap Max Classic and Xero automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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  • Update contacts in Keap Max Classic with new payments in Xero

    Premium
    Details
    • Xero logo
    • Keap Max Classic logo
    Xero + Keap Max Classic
  • Update Keap Max Classic contacts when new quotes are created in Xero

    Premium
    Details
    • Xero logo
    • Keap Max Classic logo
    Xero + Keap Max Classic
  • Tag Keap Max Classic contacts when new Xero payments are received

    Premium
    Details
    • Xero logo
    • Keap Max Classic logo
    Xero + Keap Max Classic
  • Create or update Keap Max Classic contacts for new Xero quotes

    Premium
    Details
    • Xero logo
    • Keap Max Classic logo
    Xero + Keap Max Classic

Update contacts in Keap Max Classic with new payments in Xero

Premium
Details
  • Xero logo
  • Keap Max Classic logo
Xero + Keap Max Classic

Update Keap Max Classic contacts when new quotes are created in Xero

Premium
Details
  • Xero logo
  • Keap Max Classic logo
Xero + Keap Max Classic

Tag Keap Max Classic contacts when new Xero payments are received

Premium
Details
  • Xero logo
  • Keap Max Classic logo
Xero + Keap Max Classic

Create or update Keap Max Classic contacts for new Xero quotes

Premium
Details
  • Xero logo
  • Keap Max Classic logo
Xero + Keap Max Classic

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Supported triggers and actions

What does this mean?
  • Keap Max Classic triggers, actions, and search

    New Action sequence

    Triggered when a new action sequence is added.

    Trigger
    Scheduled
    Try It
  • Keap Max Classic triggers, actions, and search

    New Contact Action

    Triggers when you add a new action for a contact (task, note, or appointment).

    Trigger
    Scheduled
    Try It
  • Keap Max Classic triggers, actions, and search

    Credit Card Charge

    Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

    Trigger
    Scheduled
    Try It
    • TagsRequired

    Trigger
    Instant
    Try It
  • Keap Max Classic triggers, actions, and search

    New Expense

    Triggers when you add a new expense for an opportunity or leadsource.

    Trigger
    Scheduled
    Try It

How Keap Max Classic + Xero Integrations Work

  1. Step 1: Authenticate Keap Max Classic and Xero.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Keap Max Classic Tutorials

keap-max-classic logo
keap-max-classic logo

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.

Related categories

  • Marketing Automation

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