eSignatures.io + Keap Max Classic
Tag Infusionsoft contacts when documents are signed via eSignatures.io
When this happens
Step 1: Contract Signed by All
Then do this
Step 2: Tag Existing Contact
Use this Zap integration to tag your contacts in Infusionsoft automatically whenever a contract is signed on eSignatures.io. This Zap will help you to manage your contacts easier in Infusionsoft, it will help you to mark clients who have already signed your contracts.
Supported triggers and actions
What does this mean?
Contract Sent to SignerTriggers when a contract is sent to a signer.TriggerInstant- Contract Signed by AllTriggers when a contract is signed by all signers.TriggerInstant
- Contract Signed by SignerTriggers when a contract is signed by a signer.TriggerInstant
- Delivery FailedTriggers when a new error is thrown, e.g. when an email can't be delivered.TriggerInstant
- Mobile Number Update Request by SignerTriggers when a signer requests a mobile number update.TriggerInstant
- Create ContractCreates a new contract.ActionScheduled
New Action sequenceTriggered when a new action sequence is added.TriggerScheduled- 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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Get started for free
You can't add more hours to the day. Zapier is the next best thing.
Terms of Service