Keap Max Classic + RightSignature
Send RightSignature templates to new Keap Max Classic contacts
Be sure your new contacts have completed all necessary documentation with this integration. Zapier will watch for new Keap Max Classic contacts and automatically send them a RightSignature template for signature. No need to worry about incomplete records or maintaining document organization once the integration is set up.
Be sure your new contacts have completed all necessary documentation with this integration. Zapier will watch for new Keap Max Classic contacts and automatically send them a RightSignature template for signature. No need to worry about incomplete records or maintaining document organization once the integration is set up.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Send Template
Clones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
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New Action sequence
Triggered when a new action sequence is added.
Try ItNew Company
Triggers when you add a new company.
Try ItNew Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Try ItCredit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Try It
