Connect Keap Max Classic and Easybill to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Company Is Added
Company Is Updated
Choose an Action
Automatically do this!
Create Customer
Delete Customer
Update Customer
Create Customer Groups
Delete Customer Group
Update Customer Groups
List Customer Groups
Get Customer
Create Discount Position
Create Position
Delete Position
Get Position
Update Position
Update Position Discount
Get Discount Position
Delete Discount Position
Create Discount Position Group
Create Position Groups
Get Position Groups
Update Position Groups
Delete Position Groups
Get Discount Position Group
Update Discount Position Groups
Delete Discount Position Group
Create Project
Get Project
Update Project
Delete Project
Create Task
Get Task
Update Task
Delete Task
Create Text Template
Get Text Templates
Update Text Template
Delete Text Template
Create Serial Number
Get Serial Number
Delete Serial Number
Create Stock
Get Stock
Create Document
Get Document
Delete Document
Update Document
Cancel Document
Send Document
Convert Document
Create Document Payments
Get Document Payment
Delete Document Payment
Create Time Tracking
Update Time Tracking
Delete Tracking Time
Create SEPA Payment
Update SEPA Payment
Delete SEPA Payment
Create a Contact
Update a Contact
Delete Contact
Delete Post-Boxes
Complete Document
Get Customer (1)
List Documents
List Customers
List Projects
Ready to use Keap Max Classic and Easybill automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact created
New Company Is Added
Runs when new company is added
Company Is Updated
Runs when company is updated
New Document Created
Triggered when a new Document is created in Easybill.
Project Updated
Triggered when an project is updated in Easybill.
New Project Created
Triggered when a new Project is created in Easybill.
Do thisActions
Action is the task that follows automatically within your Keap Max Classic integrations.
Add or Update Contact
Create or update a contact
List Contacts
Retrieve contacts by filters
Create Company
Create a company record
Add Note to Contact
Add a note to a contact
List Companies
Retrieve companies
Create Customer
Create a customer in a accout
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Know More About Keap Max Classic and Easybill Integrations
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your Keap Max Classic and Easybill accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in Easybill (or vice versa).
Absolutely. You can customize how Keap Max Classic data is recorded in Easybill. This includes choosing which data fields go into which fields of Easybill, setting up custom formats, and filtering out unwanted information.
The data sync between Keap Max Classic and Easybill typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Keap Max Classic and Easybill. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Keap Max Classic
Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Learn MoreAbout Easybill
Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.
Learn More
