Triggers
New Subscription Plan in Keap Max Classic
Instant
Triggers when you add a new subscription plan in Keap Max Classic
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New Subscription in Keap Max Classic
Instant
Triggers when a contact subscribes to plan in Keap Max Classic
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New Payment in Keap Max Classic
Instant
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc in Keap Max Classic.
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New Opportunity in Keap Max Classic
Instant
Triggers when you add a new opportunity in Keap Max Classic.
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New Expense in Keap Max Classic
Instant
Triggers when you add a new expense for an opportunity or leadsource in Keap Max Classic.
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Tag Added to Contact in Keap Max Classic
Instant
Triggers when a tag gets added to a contact in Keap Max Classic.
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New Contact in Keap Max Classic
Instant
Triggers when you add a new contact in Keap Max Classic.
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New Affiliate in Keap Max Classic
Instant
Triggers when you add a new affiliate in Keap Max Classic.
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Cancelled Subscription in Keap Max Classic
Instant
Triggers when a contact unsubscribes from plan in Keap Max Classic.
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New Product in Keap Max Classic
Instant
Triggers when you add a new product in Keap Max Classic.
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New Invoice in Keap Max Classic
Instant
Triggers when you add a new invoice (with line item support) in Keap Max Classic.
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New Invoice in Keap Max Classic
Instant
Triggers when you add a new invoice in Keap Max Classic.
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Credit Card Charge in Keap Max Classic
Instant
Triggers when a credit card charge is processed from Infusionsoft through a merchant account in Keap Max Classic.
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New Contact Action in Keap Max Classic
Instant
Triggers when you add a new action for a contact (task, note, or appointment) in Keap Max Classic.
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New Company in Keap Max Classic
Instant
Triggers when you add a new company in Keap Max Classic.
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New Action sequence in Keap Max Classic
Instant
Triggered when a new action sequence is added in Keap Max Classic.
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Actions
Find an Invoice in Keap Max Classic
Write
Find an Invoice by specifying a Contact and Invoice details in Keap Max Classic
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Send Email in Keap Max Classic
Write
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history in Keap Max Classic
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Create/Update Contact in Keap Max Classic
Write
Creates a new contact. Can be used to update existing contacts too in Keap Max Classic
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Find or Create Contact in Keap Max Classic
Write
Finds or creates a specific contact in Keap Max Classic
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Find a Contact in Keap Max Classic
Write
Find a Contact by their Email Address or Username in Keap Max Classic
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Create Note in Keap Max Classic
Write
Creates a note on an existing contact in Keap Max Classic
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Tag Existing Contact in Keap Max Classic
Write
Applies a tag to an existing contact in Keap Max Classic
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