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.
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.DocuSign Integrations
Keap + DocuSignSend Envelope in DocuSign when New Appointment is created in Keap Read More...
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Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when a tag is added to a contact the first time.
Triggers when an existing contact is updated.
Trigger when a status of the envelope changed.
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
Create Signature Request
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.
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 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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