Keap Max Classic + WHMCS
Add WHMCS clients for tagged contacts on Keap Max Classic
When the time comes to add Keap Max Classic contacts to WHMCS for billing or any other purpose, this Zap can help you do so with the flip of a switch—or tag, to be precise. After you set it up, this integration will automatically add a client to WHMCS every time the tag you define is added to a contact on Keap Max Classic. This will keep happening behind the scenes as long as you leave it on, making it a breeze to send your data across the two services whenever you need to.
When the time comes to add Keap Max Classic contacts to WHMCS for billing or any other purpose, this Zap can help you do so with the flip of a switch—or tag, to be precise. After you set it up, this integration will automatically add a client to WHMCS every time the tag you define is added to a contact on Keap Max Classic. This will keep happening behind the scenes as long as you leave it on, making it a breeze to send your data across the two services whenever you need to.
- When this happens...Tag Added to Contact
Triggers when a tag gets added to a contact.
- automatically do this!Create Client
Creates a new client.
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New Action sequence
Triggered when a new action sequence is added.
Try ItNew Company
Triggers when you add a new company.
Try ItNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try It
