Zoho Books + Keap Max Classic Integrations
Syncing Zoho Books with Keap Max Classic is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
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.
Keap Max Classic IntegrationsIt's easy to connect Zoho Books + Keap Max Classic without coding knowledge. Start creating your own business flow.
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New ContactTriggers when a new contact is created.
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New Credit Notes
Triggers every time a new credit note is created.
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New Estimate
Triggers every time a new estimate is created.
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New Item
Triggers every time a new item is created.
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New Purchase Order
Triggers every time a new purchase order is created.
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New Sales Invoice
Triggers on a new sales invoice in Zoho Books.
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New Sales Order
Triggers every time a new sales order is created.
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New AffiliateTriggers when you add a new affiliate.
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New Company
Triggers when you add a new company.
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New Contact
Triggers when you add a new contact.
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New Opportunity
Triggers when you add a new opportunity.
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New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
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New Product
Triggers when you add a new product.
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New Tag
Triggers when you add a new tag.
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Create Bill
Creates a new bill.
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Create Contact
Creates a new contact.
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Create Item
Creates a new item.
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Create Sales Invoice
Creates a new sales invoice in Zoho Books.
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Update Contact
Updates an existing contact.
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Update Sales Invoice
Updates an existing invoice in Zoho Books.
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Create Company
Create a new company.
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Create Note
Creates a note on an existing contact
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Create Order
Creates a new order.
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Create Product
Create a new Product.
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Create and Update Contact
Creates a new contact. Can be used to update existing contacts too.
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Find a Contact
Find a Contact by their Email Address or Username.
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Tag Existing Contact
Applies a tag to an existing contact.
How Zoho Books & Keap Max Classic Integrations Work
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Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Keap Max Classic as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Zoho Books to Keap Max Classic .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
