?>

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.

About Zoho Books

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 Integrations
Connect Zoho Books + Keap Max Classic in easier way

It's easy to connect Zoho Books + Keap Max Classic without coding knowledge. Start creating your own business flow.

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order is created.

  • New Affiliate

    Triggers when you add a new affiliate.

  • New Company

    Triggers when you add a new company.

  • New Contact

    Triggers when you add a new contact.

  • New Opportunity

    Triggers when you add a new opportunity.

  • New Payment

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

  • New Product

    Triggers when you add a new product.

  • New Tag

    Triggers when you add a new tag.

    Actions
  • Create Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • Create Company

    Create a new company.

  • Create Note

    Creates a note on an existing contact

  • Create Order

    Creates a new order.

  • Create Product

    Create a new Product.

  • Create and Update Contact

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

  • Find a Contact

    Find a Contact by their Email Address or Username.

  • Tag Existing Contact

    Applies a tag to an existing contact.

How Zoho Books & Keap Max Classic Integrations Work

  1. Step 1: Choose Zoho Books as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Keap Max Classic as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Zoho Books to Keap Max Classic .

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.