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Dropbox Sign + Keap Max Classic

Tag Infusionsoft contacts when they view a Dropbox Sign document

Infusionsoft is the backbone of your biz. Now you can keep track of or nudge contacts when they view Dropbox Sign documents. With this integration, whenever a document is viewed in Dropbox Sign you can add a tag to them in Infusionsoft. Keeping up to date has never been easier.

Infusionsoft is the backbone of your biz. Now you can keep track of or nudge contacts when they view Dropbox Sign documents. With this integration, whenever a document is viewed in Dropbox Sign you can add a tag to them in Infusionsoft. Keeping up to date has never been easier.

  1. When this happens...
    Dropbox SignDropbox Sign
    Signature Request Viewed

    Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).

    TriggerInstant
  2. automatically do this!
    Keap Max ClassicKeap Max Classic
    Tag Existing Contact

    Triggers when a tag gets added to a contact for the first time.

    ActionWrite
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Supported triggers and actions

What does this mean?
hellosign logo
hellosign logo

About Dropbox Sign

Dropbox Sign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!

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  • Signatures

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About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

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