• SignWell logoSignWell logo
  • Keap Max Classic logoKeap Max Classic logo

SignWell + Keap Max Classic Integrations

How to connect SignWell + Keap Max Classic

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  • SignWell triggers, actions, and search
    Document Completed
    Triggers when a document has been completed.
    Trigger
    Instant
  • SignWell triggers, actions, and search
    Document Sent
    Triggers when a document is sent.
    Trigger
    Instant
  • SignWell triggers, actions, and search
    Document Viewed
    Triggers when a signer view a document for the first time.
    Trigger
    Instant
  • SignWell triggers, actions, and search
    Create Document From Template
    Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
    Action
    Write
  • Keap Max Classic triggers, actions, and search
    New Action sequence
    Triggered when a new action sequence is added.
    Trigger
    Scheduled
  • Keap Max Classic triggers, actions, and search
    New Affiliate
    Triggers when you add a new affiliate.
    Trigger
    Scheduled
  • Keap Max Classic triggers, actions, and search
    New Company
    Triggers when you add a new company.
    Trigger
    Scheduled
  • Keap Max Classic triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • 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

How SignWell + Keap Max Classic Integrations Work

  1. Step 1: Authenticate SignWell and Keap Max Classic.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
signwell logo
signwell logo

About SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.
Learn more

Related categories

keap-max-classic logo
keap-max-classic logo

About Keap Max Classic

Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

Related categories

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