An automated workflow using zapier
Connects PayPal + Keap Max Classic
Create Keap Max Classic contacts for new successful sales in PayPal
About this workflow template
This automation scenario allows you to connect PayPal and Keap Max Classic
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
PayPal and Keap Max Classic can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in PayPal
Successful Sale in PayPal
Only successfully completed payments trigger this (with line item support).
Then this action happens in Keap Max Classic
Create/Update Contact in Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Keap Max Classic contacts for new successful sales in PayPal.
Part I
Configure Applications
First, we need to connect PayPal and Keap Max Classic to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect PayPal to Zapier.
Give Zapier access to your PayPal account, using PayPal credentials.
Connect Keap Max Classic to Zapier.
Give Zapier access to your Keap Max Classic account, using Keap Max Classic 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 PayPal
Choose the following trigger: Successful Sale (Only successfully completed payments trigger this (with line item support).).
Then set up an Action for Keap Max Classic
Choose this action: Create/Update Contact (Creates a new contact. Can be used to update existing contacts too.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between PayPal and Keap Max Classic.
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 Create Keap Max Classic contacts for new successful sales in PayPal!
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Triggers when you add a new contact.
triggerbyzapierautomateioNew invoice
Triggers when you add a new invoice.
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Triggers when you add a new opportunity.
triggerbyzapierautomateioNew payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
triggerbyzapierautomateioNew contact action
Triggers when you add a new action for a contact (task, note, or appointment).
triggerbyzapierautomateio
Get user info
Get user info
actionbypipedreamCreate a plan
Creates and activates a billing plan.
actionbyintegromatActivate a plan
Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.
actionbyintegromatDeactivate plan
Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.
actionbyintegromatDelete a plan
Permanently removes a billing plan.
actionbyintegromatGet plans
Gets information about billing plans in a specified state.
actionbyintegromat
Apps you need
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