Keap Max Classic
Xero
zapier

An automated workflow using zapier

Connects Keap Max Classic + Xero

Add new Keap Max Classic invoices to Xero as invoices

About this workflow template

This automation scenario allows you to connect Keap Max Classic and Xero

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Keap Max Classic and Xero can also be integrated using automation tools other than zapier:

Diagram

Add new Keap Max Classic invoices to Xero as invoices
Workflow diagram: Keap Max Classic + Xero integration

How it works?

When this trigger fires in Keap Max Classic

Keap Max Classic

New Invoice in Keap Max Classic

Triggers when you add a new invoice.

Then this action happens in Xero

Xero

Create Sales Invoice in Xero

Creates a new sales invoice (Accounts Receivable).

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Keap Max Classic invoices to Xero as invoices.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Keap Max Classic to Zapier.

    Connect Keap Max Classic to Zapier.

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

  • Connect Xero to Zapier.

    Connect Xero to Zapier.

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

Part II

Build an integration workflow

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

  • Set up a Trigger action for Keap Max Classic

    Set up a Trigger action for Keap Max Classic

    Choose the following trigger: New Invoice (Triggers when you add a new invoice.).

  • Then set up an Action for Xero

    Then set up an Action for Xero

    Choose this action: Create Sales Invoice (Creates a new sales invoice (Accounts Receivable).).

Part III

Test and Publish

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

  • Customize data flow

    Customize data flow

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

  • Test the workflow and turn it on for production use

    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 Add new Keap Max Classic invoices to Xero as invoices!

Supported triggers and actions

  • Keap Max Classic

    Tag added to contact

    Triggers when a tag gets added to a contact.

    zapier
    triggerbyzapier
  • Keap Max Classic

    New contact

    Triggers when you add a new contact.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New invoice

    Triggers when you add a new invoice.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New opportunity

    Triggers when you add a new opportunity.

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New payment

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

    zapierautomateio
    triggerbyzapierautomateio
  • Keap Max Classic

    New contact action

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

    zapierautomateio
    triggerbyzapierautomateio
  • Xero

    Create sales invoice

    Creates a new sales invoice (Accounts Receivable).

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create/update contact

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

    zapier
    actionbyzapier
  • Xero

    Create bill

    Creates a new bill (Accounts Payable).

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create payment

    Applies a payment to an invoice.

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Send sales invoice by email

    Send Sales Invoice by Email

    zapierintegrately
    actionbyzapierintegrately
  • Xero

    Create a contact

    Creates a new contact.

    integromatpabbly-connect
    actionbyintegromatpabbly-connect

Apps you need

Xero

Xero

Accounting

Online accounting software for expenses tracking, invoices, and bookkeeping

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.