Product Overview
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Connect Keap Max Classic and PayPal the way you want. Start by selecting the trigger and action events listed here.
New Opportunity
Triggers when a Opportunity is created
New Order
Triggers when a Order is created
Modified Opportunity
Triggers when a Opportunity is modified
New Company
Triggers when a new company is created in infusionsoft account
New Contact
Triggers when a new Contact is created
New Contact Action
Triggers when a new Contact Action (tasks,appointments or notes) is created
New Invoice
Triggers when a new Invoice is created
New Note
Triggers when a new Note is created
New Payment
Triggers when a new Payment is created
New Product
Triggers when a new Product is created
New Tag added to Contact
Triggers when a new Tag is added to a Contact
New Task
Triggers when a new Task is created
Opportunity Stage Changed
Triggers when an Opportunity enters a specified stage
Company Modified
Triggers when a company is modified
Contact Modified
Triggers when a contact is modified
New Invoice Line Item
Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
New Subscription
Triggers when a new subscription is created
Successful Sale
Triggers when a sale is successfully completed
Refunded Sale
Triggers when a refund is made
Any Transaction
Triggers when any transaction occurs
Search an Invoice
Search Invoices based on Invoice Id , Number or Email
Add Or Update Contact (New)
Create a new contact or update an existing one
Add a Company
Creates a new Company
Add or Update an Opportunity
Creates a new Opportunity or updates an existing one
Search an Invoice
Searches for invoices based on Contact Id or Invoice Id
Search a Product
Searches for products based on product Id or name
Search a Tag
Searches for tags based on Tag Id or Tag name
Search a Contact
Search for a contact based on Email Address
Send an Email
Send an Email
Add a Note
Creates a new Note
Add an Order
Creates a new Order
Add an Order
Creates a new Order
Add or Update a Product
Creates a new Product or updates an existing one
Tag a Contact
Tags a Contact
Send Email From Template
Send email using templates in infusionsoft
Create your custom integration by selecting the Trigger event and Action to be performed.
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