Stripe + Help Scout + Keap Max Classic Integrations
How to connect Stripe + Help Scout + Keap Max Classic
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Do even more with Stripe + Help Scout + Keap Max Classic
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 Stripe, Help Scout, and Keap Max Classic. And don’t forget that you can add more apps and actions to create complex workflows.
Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Failed Payment
Triggers when a payment attempt fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Subscription
Triggers when a customer is signed up for a new plan.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice Item
Triggers when a new invoice item is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment Link
Triggers when a new payment link is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Subscription
Triggers when a customer subscription has changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PriceRequired
You can add a Price Description to the Price of a Product in Stripe to make it easier to find in Zapier.
QuantityRequired
Minimum adjustable quantity
By default this value is 0. You can specify a value up to 98. If you do not want to let customers adjust quantity, leave this field empty, or pass an empty line item value.
Maximum adjustable quantity
By default this value is 99. You can specify a value up to 99. If you do not want to let customers adjust quantity, leave this field empty, or pass an empty line item value.
Collect Tax Automatically?
To use this option, you must first enable "Automate taxes" at https://dashboard.stripe.com/setup
Allow Promotion Codes?
Collect Customers' Addresses?
Require customers to provide a phone number?
Confirmation Page
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
Image
Tax Code
A tax code ID.
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Payment LinkRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Stripe are located here https://stripe.com/docs/api
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find by
Defaults to "Customer Stripe ID"
QueryRequired
Enter the Stripe ID (e.g.
cus_51kxW2Z0qQHpGc) or the email address of the customer to find.
ActionThis is an event a Zap performs.SearchFind existing data in your appPayment Intent IDRequired
Enter the Stripe ID of the payment intent to find. (e.g.
pi_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appMailboxRequired
Assigned User
Since this field is not option, if you don't pick a user, the trigger will fire whenever a conversation is assigned to any agent.
Tag
If you add more tags, conversation must have all of them for this trigger to fire.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailbox
Select which mailbox you'd like to watch for new customers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planConversation IDRequired
Conversation ID where the note will be added. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
TextRequired
Text of the note. You can use HTML markup.
User
User who is adding the note. The user must be authorized to add notes into the mailbox where the conversation in question exists, otherwise error will be returned.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Email
Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.
Phone
Phone entry - the left input is the email type or location. Supported values are
fax,home,mobile,other,pager,work.Chat Handle
Chat handle entry - the left input is the chat handle type or location.
aim,gtalk,icq,msn,other,qq,skype,xmpp,yahoo.Social Profile
Social profile entry - the left input is the account type, supported values are
aboutme,facebook,flickr,forsquare,google,googleplus,linkedin,other,quora,tungleme,twitter,youtube.Website
URL of a website associated with the customer.
Background
Information about the customers. The value is displayed as Notes in the Help Scout UI.
Organization
Location
Job Title
Address
Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.
Address
City
State / Province
Postal Code / ZIP Code
Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Customer ID for which you are updating properties. You can use Find Customer to get the customer ID or get the ID from a different source (New Customer trigger for example).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Customer's email.
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
User's email.
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
The field will be used to filter the conversations. Please note that the search is not using an exact match - for example
Workwill match subjectHealthy Workas well.Mailbox
Assigned User
Tag
StatusRequired
Email
Matches any email in
to,cc,bccor a email of a customer associated with the conversation.Custom Query
Advanced custom query as defined in the API documentation. For example
modifiedAt:[NOW-1HOUR]only matches conversation modified less than hour ago. This query is not validated, if you get it wrong, it might get unexpected results - invalid query is ignored. You can add multiple conditions joined byANDorOR. Examplenumber:1234 AND customerIds:100.MailboxRequired
Customer Label
Customer can be defined either via email or via ID. One of the fields must be set.
Customer ID
ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..
Customer's Email
Email of the customer. Either this email or customer ID must be defined..
From User
User who is sending the reply thus only applicable for
replyanddraftthread types.Thread TypeRequired
Select type of the thread. Not all types are equal, only
reply,draftandcustomercan haveccandbcc.Reply sends email to customer (unless the
importedflag is used), all the other types are from the customer.TextRequired
The conversation text. You can use HTML markup.
Assigned User
Cc
Bcc
Import OnlyRequired
When set, the conversation will not cause external effects - it won't send emails and notifications.
Trigger Auto Reply
Triggers Auto Reply feature if it's enabled.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Action sequence
Triggered when a new action sequence is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Company
Triggers when you add a new company.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Invoice
Triggers when you add a new invoice (with line item support).
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product
Triggers when you add a new product.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProduct
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.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Tag
Triggers when you add a new tag.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planEmailRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Description
Invoice Total
Total Due
Total Paid
ActionThis is an event a Zap performs.SearchFind existing data in your app
Checkout Session Completed
Triggers when a checkout session is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Failed
Triggers when an invoice payment fails.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Dispute
Triggers when a customer disputes a charge.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is created (supports line items).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Refund
Triggers when a charge is refunded, including partial refunds.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planName
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Enter a two-letter country code.
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Enter a two-letter country code.
Shipping - Phone
Language
Enter a two-letter language code.
Invoice prefix
The prefix for the customer used to generate unique invoice numbers. Must be 3-12 uppercase letters or numbers.
Next Invoice Sequence
Tax Status
Credit Balance
An integer amount in cents that represents the customer's current balance. A negative amount represents a credit that decreases the amount due on an invoice. (e.g.
-2000decreases invoice amount by $20.00) A positive amount increases the amount due on an invoice. (e.g.1000increases invoice amount by $10.00)Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Price (in minor units, e.g. cents)Required
A positive integer in minor units (e.g. cents) or
0for a free price. For example, if your currency is USD, enter100to charge $1.00.CurrencyRequired
Must be a supported three-letter ISO currency code.
Recurring or One time?
Tax Behavior
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
ItemsRequired
A subscription can be created with up to 20 items. Selecting the same item more than once will result in an error.
Collection MethodRequired
When charging automatically, Stripe will attempt to pay this subscription at the end of the cycle using the default source attached to the customer. When sending an invoice, Stripe will email your customer an invoice with payment instructions.
Coupon ID
Cancel at period end?
Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
Name
Email
Description
Billing - Address Line 1
Billing - Address Line 2
Billing - City
Billing - State
Billing - ZIP
Billing - Country
Enter a two-letter country code.
Billing - Phone
Shipping - Name
Shipping - Address Line 1
Shipping - Address Line 2
Shipping - City
Shipping - State
Shipping - ZIP
Shipping - Country
Enter a two-letter country code.
Shipping - Phone
Language
Enter a two-letter language code.
Invoice prefix
The prefix for the customer used to generate unique invoice numbers. Must be 3-12 uppercase letters or numbers.
Next Invoice Sequence
Tax Status
Credit Balance
An integer amount in cents that represents the customer's current balance. A negative amount represents a credit that decreases the amount due on an invoice. (e.g.
-2000decreases invoice amount by $20.00) A positive amount increases the amount due on an invoice. (e.g.1000increases invoice amount by $10.00)Metadata
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stripe Charge IDRequired
Enter the Stripe ID of the charge to find. (e.g.
ch_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice IDRequired
Enter the Stripe ID of the invoice to find. (e.g.
in_51kxCxb1NFWajM)
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer IDRequired
Price ID
Status
If this field is left empty, Zapier will search for subscriptions that have not been canceled.
ActionThis is an event a Zap performs.SearchFind existing data in your appMailboxRequired
Assigned User
Tag
If you add more tags, conversation must have all of them for this trigger to fire.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MailboxRequired
Assigned User
Tag
Filter conversations by tag. Please note: if a matching tag is present, this trigger will fire every time tags are updated on a conversation. If you add more than one tag, the conversation must have all of them for this trigger to run.
Status
Custom Fields
Please enter custom field name to the left input field as you see in the the Help Scout application. The right side should contain value, again as you see it in the Help Scout application. Both input fields are case insensitive. If you enter more custom fields, conversation must match all of them for this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.SubjectRequired
MailboxRequired
Customer Label
Customer can be defined either via email or via ID. One of the fields must be set.
Customer ID
ID of the customer. To be used together with Find Customer search or Create Customer action. Either this Customer ID or email must be defined..
Customer's Email
Email of the customer. Either this email or customer ID must be defined..
From User
User who is sending the reply thus only applicable for
replyanddraftthread types.Thread TypeRequired
Select type of the thread. Not all types are equal, only
reply,draftandcustomercan haveccandbcc.Reply sends email to customer (unless the
importedflag is used), all the other types are from the customer.TextRequired
The conversation text. You can use HTML markup.
StatusRequired
Assigned User
Tag
Cc
Bcc
Import OnlyRequired
When set, the conversation will not cause external effects - it won't send emails and notifications.
Trigger Auto Reply
Triggers Auto Reply feature if it's enabled.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ConversationRequired
Conversation ID of the conversation you are replying to. You can use Find Conversation to get the conversation ID or get the ID from a different source (New Conversation trigger for example).
CustomerRequired
ID of the customer you're replying to. If you used Find Conversation before to lookup the conversation, you can now set the Customer ID as a custom value. You can also use
Find Customerstep to resolve the customer by ID. The dropdown shows several recent customers and should only be used a last resort when you'r replying to a predefined static customer ID.TextRequired
Text of the note. You can use HTML markup.
User
User who is sending the reply. The user must be authorized to access the mailbox where the conversation in question exists, otherwise error will be returned.
Create as DraftRequired
If set, the reply won't be sent to the user and a draft reply will be created instead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
The field will be used to filter the conversations. Please note that the search is not using an exact match - for example
Workwill match subjectHealthy Workas well.Mailbox
Assigned User
Tag
StatusRequired
Email
Matches any email in
to,cc,bccor a email of a customer associated with the conversation.Custom Query
Advanced custom query as defined in the API documentation. For example
modifiedAt:[NOW-1HOUR]only matches conversation modified less than hour ago. This query is not validated, if you get it wrong, it might get unexpected results - invalid query is ignored. You can add multiple conditions joined byANDorOR. Examplenumber:1234 AND customerIds:100.
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Mailbox name.
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
Date Range StartRequired
Date Range EndRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser's EmailRequired
Email address of the user whose report you'd like to get.
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Customer's email. Please note that if there is existing customer with this email, this action will end up with an error.
First NameRequired
Last NameRequired
Phone
Phone entry - the left input is the email type or location. Supported values are
fax,home,mobile,other,pager,work.Chat Handle
Chat handle entry - the left input is the chat handle type or location.
aim,gtalk,icq,msn,other,qq,skype,xmpp,yahoo.Social Profile
Social profile entry - the left input is the account type, supported values are
aboutme,facebook,flickr,forsquare,google,googleplus,linkedin,other,quora,tungleme,twitter,youtube.Website
URL of a website associated with the customer.
Background
Information about the customers. The value is displayed as Notes in the Help Scout UI.
Organization
Location
Job Title
Address
Following fields form a customer's address. The fields are optional but once you enter information into one field, you need to fill all other fields with the exception of address lines.
Address
City
State / Province
Postal Code / ZIP Code
Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Affiliate
Triggers when you add a new affiliate.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contact
Triggers when you add a new contact.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTagsRequired
Select (or enter IDs of) one or more tags.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Opportunity
Triggers when you add a new opportunity.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProductRequired
Subscription PlanRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Subscription Plan
Triggers when you add a new subscription plan.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Phone 1
Phone 1 Ext
Email
Fax 1
Street Address 1
Street Address 2
City
State
Postal Code
Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
TitleRequired
Description
Created By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Price
Description
SKU
Stock-keeping unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Stripe + Help Scout + Keap Max Classic Integrations Work
- Step 1: Authenticate Stripe, Help Scout, 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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