Proposify + Keap Max Classic Integrations

How to connect Proposify + Keap Max Classic

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Create Proposify clients from Keap Max Classic contacts
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Keap Max Classic + Proposify

Create Proposify clients from Keap Max Classic contacts

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Keap Max Classic + Proposify

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Supported triggers and actions

What does this mean?

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led ByRequired
  User that is leading development of this proposal.
- Template
- Client Email AddressRequired
  The email address of the client to whom this proposal should be assigned. If this email address doesn't exist yet, create a new Proposify Client using this email address.
- Due DateRequired
  The date the proposal is due.
- Proposal NameRequired
  The name of the proposal.
- Notes
  Internal notes (your client won't see these).
- Proposal Number
- Manual Total
  Manual total of a proposal.
- Manual Tax
  Manual tax of a Proposal.
Action
Write
New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
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New Contact
Triggers when you add a new contact.
Trigger
Scheduled
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- 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
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- ProductRequired
- Subscription PlanRequired
Trigger
Scheduled
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New Subscription Plan
Triggers when you add a new subscription plan.
Trigger
Scheduled
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- 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

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First NameRequired
  The first name of your client.
- Last NameRequired
  The last name of your client.
- Email AddressRequired
  The email address of your client.
- Company Name
  The name of the company your client works for.
- Title
  The title of your client.
- Office Number
- Mobile Number
- Address Line 1
  This field will be ignored if no company name is specified.
- Address Line 2
  This field will be ignored if no company name is specified.
- City
  This field will be ignored if no company name is specified.
- Client Website Url
  This field will be ignored if no company name is specified.
- Zip/Postal Code
  This field will be ignored if no company name is specified.
- State
  The name or ISO 3166-2 abbreviation of the client's state, province, or region. e.g. Massachusetts, MA, East Riding of Yorkshire, ERY.
- Country
  The name or ISO 3166-1-alpha-3 abbreviation of the client's country. e.g. Canada, CAN, India, IND.
- Is Default Contact
  Denotes whether or not this person is the default contact for this company. Defaults to No.
Action
Write
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
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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

How Proposify + Keap Max Classic Integrations Work

Step 1: Authenticate Proposify 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.

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Connect Proposify + Keap Max Classic

Keap Max Classic Tutorials

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Learn more

Related categories

Proposal & Invoice Management

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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Proposify + Keap Max Classic Integrations

How to connect Proposify + Keap Max Classic

Create Proposify clients from Keap Max Classic contacts

Create Proposify clients from Keap Max Classic contacts

Connect your apps and automate workflows

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Led ByRequired

Template

Client Email AddressRequired

Due DateRequired

Proposal NameRequired

Notes

Proposal Number

Manual Total

Manual Tax

New Affiliate

New Contact

Tag Added to Contact

TagsRequired

New Expense

New Opportunity

New Payment

New Subscription

ProductRequired

Subscription PlanRequired

New Subscription Plan

Create Company

CompanyRequired

Phone 1

Phone 1 Ext

Email

Fax 1

Street Address 1

Street Address 2

City

State

Postal Code

Website

Tag Existing Contact

EmailRequired

Tag NamesRequired

Create Note

ContactRequired

TitleRequired

Description

Created By

Create Product

Product NameRequired

Product Price

Description

SKU

Find a Contact

Search FieldRequired

Search ValueRequired

Find or Create Contact

Search FieldRequired

Search ValueRequired

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