Integrate Keap with DocuSign

Appy Pie Connect allows you to automate multiple workflows between Keap and DocuSign

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About 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.

About 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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Best Keap and DocuSign Integrations

  • Keap Integration DocuSign Integration

    Keap + DocuSign

    Send Envelope in DocuSign when New Task is created in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    DocuSign Integration Send Envelope
  • Keap Integration DocuSign Integration

    Keap + DocuSign

    Create Signature Request to DocuSign from New Task in Keap Read More...
    Close
    When this happens...
    Keap Integration New Task
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Keap Integration DocuSign Integration

    Keap + DocuSign

    Send Envelope in DocuSign when New Contact is created in Keap Read More...
    Close
    When this happens...
    Keap Integration New Contact
     
    Then do this...
    DocuSign Integration Send Envelope
  • Keap Integration DocuSign Integration

    Keap + DocuSign

    Create Signature Request to DocuSign from New Contact in Keap Read More...
    Close
    When this happens...
    Keap Integration New Contact
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Keap Integration DocuSign Integration

    Keap + DocuSign

    Send Envelope in DocuSign when New Appointment is created in Keap Read More...
    Close
    When this happens...
    Keap Integration New Appointment
     
    Then do this...
    DocuSign Integration Send Envelope
  • Keap Integration {{item.actionAppName}} Integration

    Keap + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Keap + DocuSign in easier way

It's easy to connect Keap + DocuSign without coding knowledge. Start creating your own business flow.

    Triggers
  • New Appointment

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • 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.

    Actions
  • 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.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Keap & DocuSign Integrations Work

  1. Step 1: Choose Keap as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick DocuSign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Keap to DocuSign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Keap and DocuSign

Keap is a blockchain based ledger technpogy which records and verifies data. It has been called the “system of record” for IoT and M2M transactions and interactions. DocuSign is a digital transaction management platform which allows documents to be signed electronically.

Integration of Keap and DocuSign

Keap can be integrated with DocuSign to verify the identity of the signer, the document and the signing authority. This will be done by using an authentication process which consists of three steps:

  • The first step invpves the creation of a digital fingerprint of the document to be signed. This fingerprint creates a unique identifier which can then be used to identify the document.
  • The second step consists of the person who wants to sign the document being authenticated. This can be done by either sending them a text message or email with a link to authenticate their identity through a Verified by Visa or MasterCard. They will also need to enter their date of birth, zip code and the last four digits of their social security number.
  • The final step invpves digitally signing the document using DocuSign. The document will then be sent to both parties invpved in the transaction.

Benefits of Integration of Keap and DocuSign

The benefits of this integration are as fplows:

Both parties are protected from fraudulent activity because each action will be recorded on the blockchain.

As each action is recorded on the blockchain, it can be used for legal purposes should there be any disputes.

The system makes it easier to track all activities due to its transparency thereby reducing costs.

It eliminates the need for lawyers to perform unnecessary work because the blockchain provides proof of every transaction.

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The process to integrate Keap and DocuSign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.