Connect Keap Max Classic and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Keap Max Classic and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact created
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Keap Max Classic integrations.
Add or Update Contact
Create or update a contact
List Contacts
Retrieve contacts by filters
Create Company
Create a company record
Add Note to Contact
Add a note to a contact
List Companies
Retrieve companies
Create a docset
Create a docset in Docugami.
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Frequently Asked Questions
To start, connect both your Keap Max Classic and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Keap Max Classic data is recorded in Docugami. This includes choosing which data fields go into which fields of Docugami, setting up custom formats, and filtering out unwanted information.
The data sync between Keap Max Classic and Docugami typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Keap Max Classic and Docugami. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Keap Max Classic
Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
Learn MoreAbout Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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