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:
When this trigger fires in PayPal
Only successfully completed payments trigger this (with line item support).
Then this action happens in Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
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
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
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
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!
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).
Get user info
Creates and activates a billing plan.
Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.
Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.
Permanently removes a billing plan.
Gets information about billing plans in a specified state.
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.