Is there any way to integrate Keap with DocuSign? I want to automate the deployment of a DocuSign template when a new contact signs in with a Keap form on my website. Any help would be appreciated.
- Ross
Ross:
I was just working on this with a client. Zapier, the way you normally would integrate, doesn’t have a ’send’ feature for DocuSign - only a way to trigger once they have signed.
PDFfiller seems to be a good option for sending.
Jeff
Thanks, Jeff. I’ll check our PDFfiller.
- Ross
You can use Parsey to integrate Infusionsoft and Docusign. You basically create custom fields in the contact’s record, then depending on what the contract is, you can fill in those fields using an internal form, then that form can trigger the http post in an Infusionsoft campaign to send out all the info to Parsey that will then populate the docusign template and send that out. Then you can set it up in Parsey to send info back to Infusionsoft based on when the docusign contract has been seen, signed etc…
Here’s a link to help: https://parsey.com/infusionsoft-docusign-integration/