DocuSign + Keap Max Classic + LightSpeed VT Integrations
How to connect DocuSign + Keap Max Classic + LightSpeed VT
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Do even more with DocuSign + Keap Max Classic + LightSpeed VT
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with DocuSign, Keap Max Classic, and LightSpeed VT. And don’t forget that you can add more apps and actions to create complex workflows.
Envelope Sent or CompletedTriggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.Trigger- New FolderTriggers when a new folder is created.Trigger
- Create Signature RequestCreates a signature request.Action
New Action sequenceTriggered when a new action sequence is added.Trigger- New AffiliateTriggers when you add a new affiliate.Trigger
- New CompanyTriggers when you add a new company.Trigger
- New ContactTriggers when you add a new contact.Trigger
- New Contact ActionTriggers when you add a new action for a contact (task, note, or appointment).Trigger
- Keap Max Classic
Triggers when a tag gets added to a contact.
Instant
Trigger
- Keap Max Classic
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new expense for an opportunity or leadsource.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new invoice.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new opportunity.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new invoice (with line item support).
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.)
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new product.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact subscribes to plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when a contact unsubscribes from plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new subscription plan.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new tag.
Scheduled
Trigger
- Keap Max Classic
Create a new company.
Scheduled
Action
- Keap Max Classic
Creates a new contact. Can be used to update existing contacts too.
Scheduled
Action
- Keap Max Classic
Applies a tag to an existing contact.
Scheduled
Action
- Keap Max Classic
Create and send a new email to a contact or multiple contacts, as well as record the email in the contacts' email history.
Scheduled
Action
- Keap Max Classic
Creates a note on an existing contact
Scheduled
Action
- Keap Max Classic
Creates a new order.
Scheduled
Action
- Keap Max Classic
Create a new Product.
Scheduled
Action
- Keap Max Classic
Updates an existing contact.
Scheduled
Action
- Keap Max Classic
Find a Contact by their Email Address or Username.
Scheduled
Action
- Keap Max Classic
Find an Invoice by specifying a Contact and Invoice details.
Scheduled
Action
- Keap Max Classic
Finds or creates a specific contact.
Scheduled
Action
- LightSpeed VT
Triggers a poll of user access information
Scheduled
Trigger
- LightSpeed VT
Triggers when a location is changed in LSVT platform.
Instant
Trigger
- LightSpeed VT
Triggers when a user is updated in the LightSpeed VT platform.
Instant
Trigger
- LightSpeed VT
Triggers when a new location is added into LSVT platform.
Instant
Trigger
- LightSpeed VT
Triggers when a new user is created in the LightSpeed VT platform.
Instant
Trigger
- LightSpeed VT
Creates a new location.
Scheduled
Action
- LightSpeed VT
Creates a new user.
Scheduled
Action
- LightSpeed VT
Set user leaderboard points by User ID.
Scheduled
Action
- LightSpeed VT
Set user leaderboard points by Username.
Scheduled
Action
- LightSpeed VT
Updates a new location.
Scheduled
Action
- LightSpeed VT
Update user details by User ID.
Scheduled
Action
- LightSpeed VT
Update user details by user name.
Scheduled
Action
- LightSpeed VT
Check if an email address is used by an existing user.
Scheduled
Action
- LightSpeed VT
Search for a Username if available to use with creation
Scheduled
Action
- LightSpeed VT
Search for a Username if available to use with creation
Scheduled
Action
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How DocuSign + Keap Max Classic + LightSpeed VT Integrations Work
- Step 1: Authenticate DocuSign, Keap Max Classic, and LightSpeed VT.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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