PayPal
Keap Max Classic
zapier

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.

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

Diagram

Create Keap Max Classic contacts for new successful sales in PayPal
Workflow diagram: PayPal + Keap Max Classic integration

How it works?

When this trigger fires in PayPal

PayPal

Successful Sale in PayPal

Only successfully completed payments trigger this (with line item support).

Then this action happens in Keap Max Classic

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.

    Create Zapier account if you don't have one.

  • Connect PayPal to Zapier.

    Connect PayPal to Zapier.

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

  • 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.

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

    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

    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

    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 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!

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
  • PayPal

    Get user info

    Get user info

    pipedream
    actionbypipedream
  • PayPal

    Create a plan

    Creates and activates a billing plan.

    integromat
    actionbyintegromat
  • PayPal

    Activate a plan

    Sets a billing plan to the ACTIVE state. Users will be able to subscribe it.

    integromat
    actionbyintegromat
  • PayPal

    Deactivate plan

    Sets a billing plan to the INACTIVE state. Users will not be able to subscribe to it.

    integromat
    actionbyintegromat
  • PayPal

    Delete a plan

    Permanently removes a billing plan.

    integromat
    actionbyintegromat
  • PayPal

    Get plans

    Gets information about billing plans in a specified state.

    integromat
    actionbyintegromat

Apps you need

Zapier

Zapier

Automation Platforms

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