eSign Genie + Keap Max Classic
eSign Genie + Keap Max Classic
Create folders from eSign Genie templates for newly created Keap Max Classic companies
Thinking of creating a new venture? Streamline the already intensive process by automatically sending documents out from an eSign Genie template to new companies in Keap Max Classic. Available for Paid or Trial Business Premium and higher accounts.
- When this happens...
- automatically do this!Create Folder From TemplateCreate a Folder from Template.
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- 14 day trial for premium features & apps
More things you can do with eSign Genie and Keap Max Classic
Discover other triggers and actions you can use with eSign Genie and Keap Max Classic
- 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
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 and update Keap Max Classic contacts with newly-signed eSign Genie documents