Send emails from Gmail with new Infusionsoft payments

First, we need to connect Keap Max Classic and Gmail to Zapier.

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Keap Max Classic to Zapier.

  Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.

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  Connect Gmail to Zapier.

  Give Zapier access to your Gmail account, using Gmail credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Keap Max Classic

  Choose the following trigger: New Payment (Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)).

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  Then set up an Action for Gmail

  Choose this action: Send Email (Create and send a new email message.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Keap Max Classic and Gmail.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Send emails from Gmail with new Infusionsoft payments !