Send Dropbox Sign signature requests to newly-tagged Infusionsoft contacts
Ensure you have all of the completed paperwork when you use this Infusionsoft to Dropbox Sign automation. Set it up, and every time a new tag is added to a contact in Infusionsoft, Zapier will send them a signature request in Dropbox Sign. Always be prepared when you use this Zapier integration.
Ensure you have all of the completed paperwork when you use this Infusionsoft to Dropbox Sign automation. Set it up, and every time a new tag is added to a contact in Infusionsoft, Zapier will send them a signature request in Dropbox Sign. Always be prepared when you use this Zapier integration.
- 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
- New ContactTriggers when you add a new contact.Trigger
- New Contact ActionTriggers when you add a new action for a contact (task, note, or appointment).Trigger
- Tag Added to ContactTriggers when a tag gets added to a contact.Trigger
- Credit Card ChargeTriggers when a credit card charge is processed from Infusionsoft through a merchant account.Trigger
- New ExpenseTriggers when you add a new expense for an opportunity or leadsource.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
- Dropbox Sign
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Instant
Trigger
- Dropbox Sign
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Instant
Trigger
- Dropbox Sign
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Instant
Trigger
- Dropbox Sign
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Instant
Trigger
- Dropbox Sign
Sends a HelloSign template out for signature request.
Scheduled
Action
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