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.
Popular Keap Max Classic + Xero workflows
Add new Keap Max Classic invoices to Xero as invoices
Add new Keap Max Classic invoices to Xero as invoicespremiumAdd new Keap Max Classic tagged contacts to Xero
Add new Keap Max Classic tagged contacts to Xeropremium
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.
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Action
- Keap Max Classic
Creates a note on an existing contact
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Action
- Keap Max Classic
Creates a new order.
Scheduled
Action
- Keap Max Classic
Create a new Product.
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Action
- Keap Max Classic
Updates an existing contact.
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Action
- Keap Max Classic
Find a Contact by their Email Address or Username.
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Action
- Keap Max Classic
Find an Invoice by specifying a Contact and Invoice details.
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Action
- Keap Max Classic
Finds or creates a specific contact.
Scheduled
Action
- Xero
Triggers when a new bank transaction is created.
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Trigger
- Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
- Xero
Triggers when you add a new contact.
Scheduled
Trigger
- Xero
Triggers when you receive a new payment.
Scheduled
Trigger
- Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
- Xero
Triggers when a new quote is created.
Scheduled
Trigger
- Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
- Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
- Xero
Adds line items to an existing sales invoice.
Scheduled
Action
- Xero
Creates a new Spend/Receive Money bank transaction.
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Action
- Xero
Transfers money between two bank accounts.
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Action
- Xero
Creates a new contact or updates a contact if a contact already exists.
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Action
- Xero
Creates a new quote draft.
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Action
- Xero
Creates a new credit note for a contact.
Scheduled
Action
- Xero
Sends an invoice via email.
Scheduled
Action
- Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
- Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
- Xero
Applies a payment to an invoice.
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Action
- Xero
Creates a new purchase order for a contact.
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Action
- Xero
Finds a contact by name or account number.
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Action
- Xero
Finds an invoice by number or reference.
Scheduled
Action
- Xero
Finds or creates a specific contact.
Scheduled
Action
How Keap Max Classic + Xero Integrations Work
- Step 1: Authenticate Keap Max Classic and Xero.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.
About Keap Max Classic
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