Connect Keap Max Classic and Recras to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Keap Max Classic
Choose an Action
Automatically do this!
Create Start moment
Update Start moment
Find Customer
Ready to use Keap Max Classic and Recras automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking Created
Runs when a new booking is created in Recras.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
New Start Moment
Triggers when a new start moment is created.
New Attachment
Triggers when a new attachment is created.
New Company
Triggers when a new company is created.
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 Start moment
Creates a start moment in recras.
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Frequently Asked Questions
To start, connect both your Keap Max Classic and Recras accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in Recras (or vice versa).
Absolutely. You can customize how Keap Max Classic data is recorded in Recras. This includes choosing which data fields go into which fields of Recras, setting up custom formats, and filtering out unwanted information.
The data sync between Keap Max Classic and Recras 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 Recras. 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.
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