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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.

  1. When this happens...
    DocuSignDocuSign
    Envelope Sent or Completed

    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.

    TriggerScheduled
  2. automatically do this!
    Keap Max ClassicKeap Max Classic
    Create/Update Contact

    Triggers when you add a new contact.

    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.

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  • 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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