Plumsail Documents + Keap Max Classic Integrations

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
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New Action sequence
Triggered when a new action sequence is added.
Trigger
Scheduled
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New Company
Triggers when you add a new company.
Trigger
Scheduled
Try It
New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Trigger
Scheduled
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Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice.
Trigger
Scheduled
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New Invoice
Triggers when you add a new invoice (with line item support).
Trigger
Scheduled
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New Product
Triggers when you add a new product.
Trigger
Scheduled
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- Product
  If you do not choose a product, this zap will trigger on cancelled subscriptions for any product.
- Subscription Plan
  If you do not choose a subscription plan, this zap will trigger on cancelled subscriptions for any plan. Note: You must select a product to filter by subscription plan.
Trigger
Scheduled
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New Tag
Triggers when you add a new tag.
Trigger
Scheduled
Try It
- EmailRequired
- Action Set/Sequence
  If selected, this action set will run after the contact is made
- How to check for duplicates
  If enabled and a match is found, existing contact will be updated.
- Opt-in
  Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
- First Name
- Last Name
- Tag Names
  A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- Contacts
  Choose contacts who this email will be sent to.
- From Address
  Usually used as a "reply to" address.
- To Address
  Typically you want to leave the default, "~Contact.Email~" which will use the Contact merge field to fill in from each contact selected above.
- CC Addresses
  Who to CC on the email.
- BCC Addresses
  Who to CC on the email.
- Content Type
  Choose "HTML" if you include an HTML Body above, else choose "Text".
- Subject
  Subject of the email being sent.
- HTML Body
  The HTML content of the body of the email being sent.
- Text Body
  The Plain Text content of the body of the email being sent.
Action
Write
- ContactRequired
- Product
  Select a Product and/or a Subscription Plan in the field below.
- Subscription Plan
  Select a Subscription Plan and/or a Product in the field above.
- Promo Code
- Lead AffiliateRequired
- Sale AffiliateRequired
Action
Write
- ContactRequired
- Email
- Action Set/Sequence
  If selected, this action set will run after the contact is made
- How to check for duplicates
  If enabled and a match is found, existing contact will be updated.
- Opt-in
  Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
- First Name
- Last Name
- Tag Names
  A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- ContactRequired
- Description
- Invoice Total
- Total Due
- Total Paid
Action
Search

- Process NameRequired
Action
Write
New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- TagsRequired
  Select (or enter IDs of) one or more tags.
Trigger
Instant
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New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Trigger
Scheduled
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New Opportunity
Triggers when you add a new opportunity.
Trigger
Scheduled
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New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Trigger
Scheduled
Try It
- ProductRequired
- Subscription PlanRequired
Trigger
Scheduled
Try It
New Subscription Plan
Triggers when you add a new subscription plan.
Trigger
Scheduled
Try It
- CompanyRequired
- Phone 1
- Phone 1 Ext
- Email
- Fax 1
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Website
Action
Write
- EmailRequired
  This email will be how we search for and tag an existing contact.
- Tag NamesRequired
  A list of tags to apply to the contact (e.x. repeat buyer, good). Tags that do not exist in Infusionsoft will be ignored.
Action
Write
- ContactRequired
- TitleRequired
- Description
- Created By
Action
Write
- Product NameRequired
- Product Price
- Description
- SKU
  Stock-keeping unit
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- Action Set/Sequence
  If selected, this action set will run after the contact is made
- How to check for duplicates
  If enabled and a match is found, existing contact will be updated.
- Opt-in
  Has this person opted-in to receiving marketing communications from you? Choose "yes" to send them email through Infusionsoft.
- First Name
- Last Name
- Tag Names
  A list of tags to apply to the contact (e.x. new contact, good). Tags that do not exist in Infusionsoft will be ignored.
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
  If you have an extended zip code, put the last four digits (those after the hyphen) here.
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Search or write

How to connect Plumsail Documents + Keap Max Classic

Step 1: Authenticate Plumsail Documents and Keap Max Classic.
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 Plumsail Documents + Keap Max Classic

Keap Max Classic Tutorials

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Learn more

Related categories

Documents

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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Plumsail Documents + Keap Max Classic Integrations

Connect your apps and automate workflows

Process Finished

New Action sequence

New Company

New Contact Action

Credit Card Charge

New Invoice

New Invoice

New Product

Cancelled Subscription

Product

Subscription Plan

New Tag

Create/Update Contact

EmailRequired

Action Set/Sequence

How to check for duplicates

Opt-in

First Name

Last Name

Tag Names

Job Title

Company

Lead Source

Person Type

Person Notes

Billing Address Street (Line 1)

Billing Address Street (Line 2)

Billing Address City

Billing Address State

Billing Address Zip Code

Billing Address Zip Extension

Billing Address Country

Billing Address Type

Shipping Address Street (Line 1)

Shipping Address Street (Line 2)

Shipping Address City

Shipping Address State

Shipping Address Zip Code

Shipping Address Zip Extension

Shipping Address Country

Shipping Address Type

Optional Address Street (Line 1)

Optional Address Street (Line 2)

Optional Address City

Optional Address State

Optional Address Zip Code

Optional Address Zip Extension

Optional Address Country

Optional Address Type

Phone 1

Phone 1 Ext

Phone 1 Type

Phone 2

Phone 2 Ext

Phone 2 Type

Phone 3

Phone 3 Ext

Phone 3 Type

Fax 1

Fax 1 Type

Fax 2

Fax 2 Type

Suffix

Title

Username

Email Address 2

Website

Facebook

Linked In

Twitter

Birthday

Anniversary

Send Email

Contacts

From Address

To Address

CC Addresses

BCC Addresses