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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.

  1. When this happens...
    Keap Max ClassicKeap Max Classic
    Tag Added to Contact

    Triggers when a tag gets added to a contact.

    TriggerInstant
  2. automatically do this!
    DocuSignDocuSign
    Create Signature Request

    Creates a signature request.

    ActionWrite
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Supported triggers and actions

What does this mean?
docusign logo
docusign logo

About DocuSign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Related categories

  • Signatures

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keap-max-classic logo
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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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