Dropbox Sign + Keap Max Classic Integrations
How to connect Dropbox Sign + Keap Max Classic
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Popular Dropbox Sign + Keap Max Classic workflows
Tag Infusionsoft contacts when they sign Dropbox Sign signature requests
Tag Infusionsoft contacts when they sign Dropbox Sign signature requestsPremiumSend Dropbox Sign signature requests to newly-tagged Infusionsoft contacts
Send Dropbox Sign signature requests to newly-tagged Infusionsoft contactsPremiumTag Infusionsoft contacts when they view a Dropbox Sign document
Tag Infusionsoft contacts when they view a Dropbox Sign documentPremium
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Signature Request DeclinedTriggers when a signature request is declined (requires a paid API plan for non test_mode requests).Trigger- Signature Request SentTriggers when a signature request is sent (requires a paid API plan for non test_mode requests).Trigger
- Signature Request SignedTriggers when a signature request is signed (requires a paid API plan for non test_mode requests).Trigger
- Signature Request ViewedTriggers when a signature request is viewed (requires a paid API plan for non test_mode requests).Trigger
- Send Signature Request From TemplateSends a HelloSign template out for signature request.Action
New Action sequenceTriggered when a new action sequence is added.Trigger- New AffiliateTriggers when you add a new affiliate.Trigger
- New CompanyTriggers when you add a new company.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
How Dropbox Sign + Keap Max Classic Integrations Work
- Step 1: Authenticate Dropbox Sign 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.
About Dropbox Sign
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About Keap Max Classic
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