DocuSign + Keap Max Classic
Create DocuSign signature requests for new tags added to contacts in Keap Max Classic
When you tag contacts in your CRM, you may need the details passed to your e-signature tool. This integration makes it easy by automatically creating a signature request in DocuSign when a specific tag is applied to a contact in Keap Max Classic. You won't have to manually create signature requests again.
When you tag contacts in your CRM, you may need the details passed to your e-signature tool. This integration makes it easy by automatically creating a signature request in DocuSign when a specific tag is applied to a contact in Keap Max Classic. You won't have to manually create signature requests again.
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
- Tag Added to ContactTriggers when a tag gets added to a contact.Trigger
- Credit Card ChargeTriggers when a credit card charge is processed from Infusionsoft through a merchant account.Trigger
- New ExpenseTriggers when you add a new expense for an opportunity or leadsource.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
- DocuSign
Triggers 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.
Scheduled
Trigger
- DocuSign
Triggers when a new folder is created.
Scheduled
Trigger
- DocuSign
Creates a signature request.
Scheduled
Action
About DocuSign
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About Keap Max Classic
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