Connect Keap Max Classic and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Company Is Added
Company Is Updated
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use Keap Max Classic and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact created
New Company Is Added
Runs when new company is added
Company Is Updated
Runs when company is updated
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
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 Contact
Creates a new contact in Xodo Sign using the provided name, email, company, and phone number.
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Frequently Asked Questions
To start, connect both your Keap Max Classic and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Keap Max Classic data is recorded in Xodo Sign. This includes choosing which data fields go into which fields of Xodo Sign, setting up custom formats, and filtering out unwanted information.
The data sync between Keap Max Classic and Xodo Sign 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 Xodo Sign. 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 Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
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