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.
Categories
Stripe and Keap Max Classic can also be integrated using automation tools other than zapier:
When this trigger fires in Stripe
Triggers when someone's credit card is charged.
Then these actions happen in Stripe and Stripe
Creates a new contact. Can be used to update existing contacts too.
Triggers when a new payment is completed.
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
First, we need to connect Stripe and Keap Max Classic to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Stripe to Zapier.
Give Zapier access to your Stripe account, using Stripe 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 Stripe
Choose the following trigger: New Charge (Triggers when someone's credit card is charged.).
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
Finally, we need to test this automation and publish it.
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 your scenario and publish to production. Now you have an automatic workflow, that will Save Stripe payments as new or updated Infusionsoft contacts!
New custom webhook events
Triggers when a new customer is added.
Triggers when a new payment is completed.
Triggers when someone's credit card is charged.
Triggers when a new Subscription is Created
Triggers when a checkout session is completed.
Creates a new contact. Can be used to update existing contacts too.
Applies a tag to an existing contact.
Creates a note on an existing contact
Updates an existing contact.
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Create a new company.
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