DocuSign + monday.com + Keap Max Classic Integrations
How to connect DocuSign + monday.com + Keap Max Classic
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Do even more with DocuSign + monday.com + Keap Max Classic
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, monday.com, and Keap Max Classic. 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
Any Column Value Changed in BoardTriggers when any column's value is changed in the selected boardTrigger- New Item in BoardTriggers when an item is created in a specific board.Trigger
- New BoardTriggers when a new board is created.Trigger
- Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected boardTrigger
- New Update in BoardTriggers when a new update is posted on a board.Trigger
- monday.com
Triggers when a new user joins your monday.com account.
Scheduled
Trigger
- monday.com
Archives a board
Scheduled
Action
- monday.com
Archives a specific group in a board
Scheduled
Action
- monday.com
Archives an item
Scheduled
Action
- monday.com
Update an item's name
Scheduled
Action
- monday.com
Change multiple column values of an item
Scheduled
Action
- monday.com
Creates a new board
Scheduled
Action
- monday.com
Create a new column in board.
Scheduled
Action
- monday.com
Creates a new group in a board
Scheduled
Action
- monday.com
Create a new Item in a board
Scheduled
Action
- monday.com
Create a new subitem in a item
Scheduled
Action
- monday.com
Create a new update.
Scheduled
Action
- monday.com
Delete a specific group from a board
Scheduled
Action
- monday.com
Delete an item from a board
Scheduled
Action
- monday.com
Duplicate a group with its items
Scheduled
Action
- monday.com
Upload File To Specific Column
Scheduled
Action
- monday.com
The column that you want to search for a specific value
Scheduled
Action
- monday.com
Returns the data for a all columns in the specific board
Scheduled
Action
- monday.com
Returns the data for a specific column in the board
Scheduled
Action
- monday.com
Returns the data for a specific file column in the board
Scheduled
Action
- monday.com
Returns the group name for a specific board
Scheduled
Action
- monday.com
Returns the subitems for a specific item in the board
Scheduled
Action
- monday.com
Returns the details for a specific user
Scheduled
Action
- Keap Max Classic
Triggered when a new action sequence is added.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new affiliate.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new company.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new contact.
Scheduled
Trigger
- Keap Max Classic
Triggers when you add a new action for a contact (task, note, or appointment).
Scheduled
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
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How DocuSign + monday.com + Keap Max Classic Integrations Work
- Step 1: Authenticate DocuSign, monday.com, and Keap Max Classic.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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