Product Overview
Endless possibilities to put your business on autopilot
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Generate invoices and automatically process payments in Xero. Gather leads, trigger automated emails and put your email marketing on autopilot in Keap Max Classic. Do much more by connecting Keap Max Classic and Xero.
Looking for something else?
Connect Keap Max Classic and Xero the way you want. Start by selecting the trigger and action events listed here.
Modified Opportunity
Triggers when a Opportunity is modified
New Opportunity
Triggers when a Opportunity is created
New Order
Triggers when a Order is created
New Invoice
Triggers when a new Invoice is created
Contact Modified
Triggers when a contact is modified
New Note
Triggers when a new Note is created
New Company
Triggers when a new company is created in infusionsoft account
New Contact Action
Triggers when a new Contact Action (tasks,appointments or notes) is created
New Contact
Triggers when a new Contact is created
New Product
Triggers when a new Product is created
Company Modified
Triggers when a company is modified
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
New Payment
Triggers when a new Payment is created
New Subscription
Triggers when a new subscription is created
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 or Modified Contact
Triggers when a new contact is created or an existing one is modified
New Overpayment
Triggers when a new overpayment is generated
New Payment
Triggers when a new payment is added to xero
Invoice Status Change
Triggers when a the status of the sales invoice changes to a particular value
New Sales Invoice
Triggers when a new sales invoice is added to xero
New Invoice Line Item
Triggers when there is a Invoice, for each line item. If there is an order with 5 line items, the Bot will run 5 times, each time with details of one line item.
New Purchase Order
Triggers when a new purchase order is added to xero
Invoice Overdue
Triggers when the invoice is overdue by a specified number of days
New Bill
Triggers when a new bill is added to xero
New or Modified Credit Note
Triggers when a new credit note is added or an existing credit note is updated
Search Contact
Search A Contact Based On Contact ID Or Email Address
Add Or Update a Contact
Create or Update a Contact
Add a Payment
Apply payments to approved AR and AP invoices
Add a Sales Invoice
Create a new Sales Invoice
Add a Bill
Creates a new Bill
Add a Purchase Order
creates a new purchase order
Update an Invoice
Updates an existing Invoice by Invoice ID or Invoice Number
Search Invoices
search invoices based on invoice id or invoice number
Add Credit Note
Adds a new credit note
Add Line Item To Sales Invoice
Add a new line item to an existing sales invoice
Search Credit Note
Search credit note by Credit Note Id or Credit Note Number
Add an Item
Add a new item in to inventory
Search An Item
search a item/product with its name or id
Search Payments
Search payments by Payment Id or Reference
Send an Invoice
Send Invoice by Invoice Id to the Invoice email address
Search Bill
Search bill by Bill Invoice ID, Reference or Contact ID
Add Or Update Contact (New)
Create a new contact or update an existing one
Search an Invoice
Searches for invoices based on Contact Id or Invoice Id
Send an Email
Send an Email
Add or Update an Opportunity
Creates a new Opportunity or updates an existing one
Search a Contact
Search for a contact based on Email Address
Search a Tag
Searches for tags based on Tag Id or Tag name
Search a Product
Searches for products based on product Id or name
Add a Company
Creates a new Company
Add or Update a Product
Creates a new Product or updates an existing one
Add an Order
Creates a new Order
Add an Order
Creates a new Order
Add a Note
Creates a new Note
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.
Connect Keap Max Classic and Xero with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Forms
Keap Max Classic
Xero
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.
Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.
Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.
“
The drag-and-drop interface makes setting up bots very easy. I was able to integrate the CRM I created in Airtable with Acuity Scheduling, Square, and Google Contacts. Now I don't have to quadruple-enter new clients. Yay! Kate, Founder
“
Their team is always responsive whenever I have any issues and answer usually right away or within a couple of hours. Whether it’s live chat or via video call, they always try to answer all of my questions and even go in to troubleshoot for me which saves so much time and energy. I have never seen customer support this responsive and helpful! Mia, Small Business Founder
Say goodbye to those busy days.
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