Dropbox Sign + Keap Max Classic
Tag Infusionsoft contacts when they sign Dropbox Sign signature requests
Worried you're losing track of which contacts have signed what? Use this Dropbox Sign Infusionsoft integration and you'll never be left wondering again. Just set it up and we'll handle the rest, tagging an Infusionsoft contact for each signature request on Dropbox Sign automatically from then on.
Worried you're losing track of which contacts have signed what? Use this Dropbox Sign Infusionsoft integration and you'll never be left wondering again. Just set it up and we'll handle the rest, tagging an Infusionsoft contact for each signature request on Dropbox Sign automatically from then on.
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
About Dropbox Sign
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About Keap Max Classic
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