Send signNow free-form documents to new Infusionsoft (Keap) contacts for signing

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Apps used in template

Keap

signNow

About

Every time an Infusionsoft (Keap) contact is created, Make will automatically generate a signNow free-form document and send it for signing.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Apply Tag to Contacts

Applies a tag to a list of contacts.

Action

Apply Tags

Applies a list of tags to a given contact record.

Action

Cancel a Document Group Invite

Cancels a group invite.

Action

Cancel an Invite

Cancels an invite to sign a document.

Action

Create Tag

Creates a new tag.

Action

Create Tag Category

Creates a new tag category.

Action

Create a Contact

Creates a new contact in your contact list.

Action

Create a Custom Event

Adds a custom event to the audit log.

Action

Create a Document Group

Creates a document group from a list of documents.

Action

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