eSign Genie + Keap Max Classic + Looping by Zapier
eSign Genie + Keap Max Classic + Looping by Zapier
Generate contacts in Keap Max Classic for newly-sent eSign Genie documents
Creating contacts can become tedious. Skip that extra workload with this Zap by creating a new Keap Max Classic contact every time an eSign Genie document is sent.
- When this happens...Document SentTriggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
- automatically do this...Create Loop From Line ItemsCreates a new Loop from line item(s). This is an advanced action!
- then do this!
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More things you can do with these apps
Discover other triggers and actions you can use with eSign Genie, Looping by Zapier, and more
- Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Document Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Document Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - TemplateRequired
- Folder Name
- First NameRequired
- Last NameRequired
- EmailRequired
- PermissionRequired
- SequenceRequired
- Host Email Id
- Allow Name Change
- Sender Email
- SignIn Sequence
- Send Now
- In Person Enable
- Fix Recipient Parties
- Fix Documents
- Send Success Url
- Send Error Url
- Sign Success Url
- Sign Decline Url
- Sign Later Url
- Sign Error Url
ActionWrite
- Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Document Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Help Warning
- Values to LoopRequired
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
ActionWrite
Related Zap Templates
- Create eSign Genie folders from templates for new tags added to contacts in Keap Max Classic
- Create eSign Genie folders from templates for new contacts created in Keap Max Classic
- Tag existing Keap Max Classic contacts for newly executed eSign Genie documents
- Tag and update Keap Max Classic contacts with newly-signed eSign Genie documents
- Tag existing Keap Max Classic contacts for newly viewed eSign Genie documents