Keap Max Classic + SignNow
Request signatures in SignNow from new Infusionsoft contacts
Ensure all of your customers have completed their documentation when you use this Infusionsoft to SignNow automation. Set it up, and each time a new contact is added in Infusionsoft, Zapier will automatically create a new signature request document and send an invite to your client. Cover all of your bases and make sure your records are complete.
Ensure all of your customers have completed their documentation when you use this Infusionsoft to SignNow automation. Set it up, and each time a new contact is added in Infusionsoft, Zapier will automatically create a new signature request document and send an invite to your client. Cover all of your bases and make sure your records are complete.
- When this happens...New Contact
Triggers when you add a new contact.
- automatically do this!Invite to Sign
Sends an email with the invite to sign a document. NOTE: Use this action only for signing simple documents without fields and roles.
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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
