• Xero logoXero logo
  • Keap Max Classic logoKeap Max Classic logo

Xero + Keap Max Classic Integrations

How to connect Xero + Keap Max Classic

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  • Xero triggers, actions, and search
    New Bank Transaction
    Triggers when a new bank transaction is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Bill
    Triggers when you add a new bill. (Accounts Payable)
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Payment
    Triggers when you receive a new payment.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Purchase Order
    Triggers when a new purchase order is created or enters a status for the first time.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Quote
    Triggers when a new quote is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Expense Claim Receipt
    Triggers when you add a new draft expense claim receipt.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Sales Invoice
    Triggers when you add a new sales invoice. (Accounts Receivable)
    Trigger
    Scheduled
  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

    Creates a new contact or updates a contact if a contact already exists.

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

  • Keap Max Classic

    Triggered when a new action sequence is added.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new affiliate.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new company.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new contact.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new action for a contact (task, note, or appointment).

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when a tag gets added to a contact.

    Instant

    Trigger

  • Keap Max Classic

    Triggers when a credit card charge is processed from Infusionsoft through a merchant account.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new expense for an opportunity or leadsource.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new invoice.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new opportunity.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new invoice (with line item support).

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new product.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when a contact subscribes to plan.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when a contact unsubscribes from plan.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new subscription plan.

    Scheduled

    Trigger

  • Keap Max Classic

    Triggers when you add a new tag.

    Scheduled

    Trigger

  • Keap Max Classic

    Create a new company.

    Scheduled

    Action

  • Keap Max Classic

    Creates a new contact. Can be used to update existing contacts too.

    Scheduled

    Action

  • Keap Max Classic

    Applies a tag to an existing contact.

    Scheduled

    Action

  • Keap Max Classic

    Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

    Scheduled

    Action

  • Keap Max Classic

    Creates a note on an existing contact

    Scheduled

    Action

  • Keap Max Classic

    Creates a new order.

    Scheduled

    Action

  • Keap Max Classic

    Create a new Product.

    Scheduled

    Action

  • Keap Max Classic

    Updates an existing contact.

    Scheduled

    Action

  • Keap Max Classic

    Find a Contact by their Email Address or Username.

    Scheduled

    Action

  • Keap Max Classic

    Find an Invoice by specifying a Contact and Invoice details.

    Scheduled

    Action

  • Keap Max Classic

    Finds or creates a specific contact.

    Scheduled

    Action

How Xero + Keap Max Classic Integrations Work

  1. Step 1: Authenticate Xero and Keap Max Classic.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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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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