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Keap Max Classic + Reckon One

Add new tagged Keap Max Classic contacts to Reckon One as customers

Tags are utilised in Keap Max Classic to segment your contacts into specific lists. You can use this functionality to trigger Zapier to automatically create new Reckon One customer from Keap Max Classic contacts when they are tagged with a specific tag.

Tags are utilised in Keap Max Classic to segment your contacts into specific lists. You can use this functionality to trigger Zapier to automatically create new Reckon One customer from Keap Max Classic contacts when they are tagged with a specific tag.

  1. When this happens...
    Keap Max ClassicKeap Max Classic
    Tag Added to Contact

    Triggers when a tag gets added to a contact.

    TriggerInstant
  2. automatically do this!
    Reckon OneReckon One
    Create Contact

    Creates a new contact.

    ActionWrite
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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
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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Related categories

  • Marketing Automation

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About Reckon One

Reckon One is an easy to use cloud accounting system built for every day small business owners who want a no fuss, simple and inexpensive solution. Easily add and remove modules such as payroll as your business needs them.

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