eSign Genie + Keap Max Classic + Looping by Zapier
eSign Genie + Keap Max Classic + Looping by Zapier
Tag and update Keap Max Classic contacts with newly-signed eSign Genie documents
Worried you'll lose track of which contact signed what? Easily manage your Keap Max Classic contacts anytime, anywhere with this Zap by automatically tagging contacts when they sign an eSign Genie document.
- When this happens...Document SignedTriggers 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.
- 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
- Generate contacts in Keap Max Classic for newly-sent eSign Genie documents
- 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 existing Keap Max Classic contacts for newly viewed eSign Genie documents