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Keap Max Classic + Xero + Formstack Documents Integrations

How to connect Keap Max Classic + Xero + Formstack Documents

Zapier lets you send info between Keap Max Classic and Xero and Formstack Documents automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with Keap Max Classic + Xero + Formstack Documents

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, Xero, and Formstack Documents. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • TagsRequired

    Trigger
    Instant
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  • 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

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How Keap Max Classic + Xero + Formstack Documents Integrations Work

  1. Step 1: Authenticate Keap Max Classic, Xero, and Formstack Documents.
    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 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.
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  • Marketing Automation

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formstack-documents logo
formstack-documents logo

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

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