Keap DocuSign Integration
Appy Pie Automate allows you to Integrate Keap with DocuSign using AI Agents
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Simplify Keap DocuSign Integration with seamless setup
Easily set up Keap DocuSign Integration without coding. Start automating your workflows and Integrate Keap with DocuSign today.
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New Appointment
Triggers when a new appointment created.
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New Company
Triggers when a new company created.
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New Contact
Triggers when a new contact created.
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New Invoice
Trigger when a new invoice created.
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New Payment
Trigger when a new payment received.
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New Tag
Triggers when new tag is created.
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New Task
Triggers when a new task is created.
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Tag Added to Contact in Keap
Triggers when a tag is added to a contact the first time.
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Updated Contact
Triggers when an existing contact is updated.
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New/Update Envelope
Trigger when a status of the envelope changed.
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Create Company
Creates a new company.
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Create Invoice
Creates a new invoice.
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Create Note
Creates a new note on a contact record.
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Create Task
Creates a new task.
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Create or Update Contact
Creates a new contact or updates an existing contact.
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Tag Contact
Apply tags to a contact.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
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New Appointment
Triggers when a new appointment created.
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New Company
Triggers when a new company created.
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New Contact
Triggers when a new contact created.
-
New Invoice
Trigger when a new invoice created.
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New Payment
Trigger when a new payment received.
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New Tag
Triggers when new tag is created.
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New Task
Triggers when a new task is created.
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Tag Added to Contact in Keap
Triggers when a tag is added to a contact the first time.
-
Updated Contact
Triggers when an existing contact is updated.
-
New/Update Envelope
Trigger when a status of the envelope changed.
-
Create Company
Creates a new company.
-
Create Invoice
Creates a new invoice.
-
Create Note
Creates a new note on a contact record.
-
Create Task
Creates a new task.
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Create or Update Contact
Creates a new contact or updates an existing contact.
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Tag Contact
Apply tags to a contact.
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Create Signature Request
Create Signature Request
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Send Envelope
Send Envelope
How Keap and DocuSign Integrations Work
Follow the steps below to start setting up your Keap integrations using Appy Pie Automate:
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Step 1: Select Trigger
Choose Keap as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select DocuSign as the action app from the list.
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Step 3: Authenticate
Connect your DocuSign account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Keap to DocuSign & your AI Agent is ready!
Choose the app you want to Integrate with Keap and DocuSign
Popular Templates for Keap and DocuSign Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Signature Request to DocuSign from New Task in Keap
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When this happens:
New Task
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Then do this:
Create Signature Request
Send Envelope in DocuSign when New Task is created in Keap
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When this happens:
New Task
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Then do this:
Send Envelope
Send Envelope in DocuSign when New Appointment is created in Keap
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When this happens:
New Appointment
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Then do this:
Send Envelope
Send Envelope in DocuSign when Updated Contact is added to Keap
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When this happens:
Updated Contact
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Then do this:
Send Envelope
Send Envelope in DocuSign when New Contact is created in Keap
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When this happens:
New Contact
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Then do this:
Send Envelope
Streamline Your Workflow with Appy Pie Automation
FAQs on Keap DocuSign Integrations
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What Is Keap?
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.
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What Is DocuSign?
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.
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How Keap and DocuSign Integrations Work?
The integration between Keap and DocuSign is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Keap and DocuSign. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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Is the Integration Between Keap and DocuSign secure?
While assessing the security of integrating Keap with DocuSign, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Keap-DocuSign integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Keap and DocuSign integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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