How to connect Keap Max Classic + Dropbox Sign + Gmail
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Do even more with Keap Max Classic + Dropbox Sign + Gmail
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Keap Max Classic, Dropbox Sign, and Gmail. And don’t forget that you can add more apps and actions to create complex workflows.
- 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
- Gmail
Triggers when you receive a new attachment (triggers once per attachment).
Scheduled
Trigger
- Gmail
Triggers when you add a new label.
Scheduled
Trigger
- Gmail
Triggers when you label an email.
Scheduled
Trigger
- Gmail
Triggers when a new e-mail appears in the specified mailbox.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email that matches a search string you provide.
Scheduled
Trigger
- Gmail
Triggers when you receive a new email and star it within two days.
Scheduled
Trigger
- Gmail
Triggers when a new thread starts.
Scheduled
Trigger
- Gmail
Add a label to an email message.
Scheduled
Action
- Gmail
Create (but do not send) a new email message.
Scheduled
Action
- Gmail
Create (but do not send) a draft of a reply to an existing email.
Scheduled
Action
- Gmail
Creates a new label.
Scheduled
Action
- Gmail
Create and send a new email message.
Scheduled
Action
- Gmail
Remove a label from an email message.
Scheduled
Action
- Gmail
Send a reply to an email message.
Scheduled
Action
- Gmail
Finds an email message.
Scheduled
Action
- Gmail
Finds or creates a specific message.
Scheduled
Action
Connect your apps and automate workflows
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How Keap Max Classic + Dropbox Sign + Gmail Integrations Work
- Step 1: Authenticate Keap Max Classic, Dropbox Sign, and Gmail.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.
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