Automatically Tag Infusionsoft Contacts Upon signNow Document Completion
This workflow automatically adds tags to Infusionsoft (Keap) contacts whenever a signNow document is completed, streamlining your contact management.
This workflow integrates signNow with Infusionsoft (Keap) to automate the tagging process for contacts. When a document is completed in signNow, the workflow retrieves the document details, extracts the email of the signer, and checks for a matching contact in Infusionsoft. If a contact is found, it applies the specified tags, ensuring your contact database is always up-to-date with the latest interactions.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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