Stripe
Keap Max Classic
zapier

An automated workflow using zapier

Connects Stripe + Keap Max Classic

Save Stripe payments as new or updated Infusionsoft contacts

About this workflow template

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

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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.

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

Diagram

Save Stripe payments as new or updated Infusionsoft contacts
Workflow diagram: Stripe + Keap Max Classic integration

How it works?

When this trigger fires in Stripe

Stripe

New Charge in Stripe

Triggers when someone's credit card is charged.

Then these actions happen in Stripe and Stripe

Keap Max Classic

Create/Update Contact in Keap Max Classic

Creates a new contact. Can be used to update existing contacts too.

Stripe

New Payment in Stripe

Triggers when a new payment is completed.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Save Stripe payments as new or updated Infusionsoft contacts.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Stripe to Zapier.

    Connect Stripe to Zapier.

    Give Zapier access to your Stripe account, using Stripe 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 Stripe

    Set up a Trigger action for Stripe

    Choose the following trigger: New Charge (Triggers when someone's credit card is charged.).

  • 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.).

  • Then set up another Action for Stripe

    Choose this action: New Payment (Triggers when a new payment is completed.).

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 Stripe 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 Save Stripe payments as new or updated Infusionsoft contacts!

Supported triggers and actions

  • Stripe

    New custom webhook events

    New custom webhook events

    pipedream
    triggerbypipedream
  • Stripe

    New customer

    Triggers when a new customer is added.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Stripe

    New payment

    Triggers when a new payment is completed.

    zapieralbatopipedream
    triggerbyzapieralbatopipedream
  • Stripe

    New charge

    Triggers when someone's credit card is charged.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Stripe

    New subscription

    Triggers when a new Subscription is Created

    automateiozapierpabbly-connectalbatopipedream
    triggerbyautomateiozapierpabbly-connectalbatopipedream
  • Stripe

    Checkout session completed

    Triggers when a checkout session is completed.

    zapieralbato
    triggerbyzapieralbato
  • Keap Max Classic

    Create/update contact

    Creates a new contact. Can be used to update existing contacts too.

    zapier
    actionbyzapier
  • Keap Max Classic

    Tag existing contact

    Applies a tag to an existing contact.

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Create note

    Creates a note on an existing contact

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Update contact

    Updates an existing contact.

    zapierintegrately
    actionbyzapierintegrately
  • Keap Max Classic

    Send email

    Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.

    zapier
    actionbyzapier
  • Keap Max Classic

    Create company

    Create a new company.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

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Zapier

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