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.
Categories
Keap Max Classic and Xero can also be integrated using automation tools other than zapier:
When this trigger fires in Keap Max Classic
Triggers when you add a new invoice.
Then this action happens in Xero
Creates a new sales invoice (Accounts Receivable).
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
First, we need to connect Keap Max Classic and Xero to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic credentials.
Connect Xero to Zapier.
Give Zapier access to your Xero account, using Xero credentials.
Part II
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
Choose the following trigger: New Invoice (Triggers when you add a new invoice.).
Then set up an Action for Xero
Choose this action: Create Sales Invoice (Creates a new sales invoice (Accounts Receivable).).
Part III
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Add new Keap Max Classic invoices to Xero as invoices!
Triggers when a tag gets added to a contact.
Triggers when you add a new contact.
Triggers when you add a new invoice.
Triggers when you add a new opportunity.
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Triggers when you add a new action for a contact (task, note, or appointment).
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new bill (Accounts Payable).
Applies a payment to an invoice.
Send Sales Invoice by Email
Creates a new contact.
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