Docusign + Keap Max Classic
Create new contacts in Keap Max Classic from newly sent DocuSign envelopes
If you are grabbing contact info from DocuSign docs, you might be spending a lot of time copying over the information. You don't have to- set up this integration and newly sent or completed DocuSign envelopes will create new contacts in Keap Max Classic. Easier for you, and a guarantee that the contact info will be accurate.
If you are grabbing contact info from DocuSign docs, you might be spending a lot of time copying over the information. You don't have to- set up this integration and newly sent or completed DocuSign envelopes will create new contacts in Keap Max Classic. Easier for you, and a guarantee that the contact info will be accurate.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, voided, or declined. 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.
- automatically do this!Create/Update Contact
Triggers when you add a new contact.
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