Introduction:
In the realm of digital productivity, the seamless integration of automation tools has become a cornerstone for individuals and organizations alike. Among these tools, Infusionsoft, Zapier, and SignNow stand out for their ability to streamline processes and enhance efficiency. By effectively integrating these platforms, users can unlock a world of possibilities from automating repetitive tasks to expediting document workflows. In this guide, our HikeBranding developer shall give a brief insight on how to perfect the integration between Infusionsoft, Zapier, and SignNow allowing you to optimize your workflow and maximize productivity with ease.
Effortless Automation:
Seamlessly automate repetitive tasks by integrating Infusionsoft, Zapier, and SignNow freeing up valuable time for more strategic endeavors.
Enhanced Communication:
Foster better communication and collaboration within your team by automating notifications, updates, and reminders through Infusionsoft, Zapier, and SignNow.
Data Synchronization:
Ensure data consistency across platforms by syncing information effortlessly between Infusionsoft, Zapier, and SignNow reducing errors and eliminating redundant data entry tasks.
Platforms:
We will use Customer Relationship Management (KEAP CRM), SignNow, and Zapier for this automation.
In this workflow, a specific tag is applied to a contact in Infusionsoft, triggering an automation that sends a POST request to a Zapier webhook URL. Zapier receives this request. Subsequently, SignNow sends the document via email for signature where the recipient electronically signs it.
Steps:
1) Keap Setup:
- Login to your Keap Account and generate a Tag named: Zapier to SignNow
- Create a Campaign: Add Applied Tag and HTTP Post, fill in the post URL, and select the fields that you want to send. After this click on Publish to Activate your Campaign.
2) SignNow Setup:
- Create an Account in SignNow.
- Login to your account and go to the Documents option.
- Click on Create, select the document option then click on Upload(To upload your document).
3) Zapier Setup:
- Log in to your Zapier Account.
- Create a new Zap.
- Select Webhook by Zapier as a trigger event.
- Select Catch Hook as an Event.
- Copy this url and paste it into the Keap Campaign http post url.
- Select SignNow as an Action Event.
- Select Invite to Sign an Event.
- Add the document that you have added in SignNow. Mapped the from and to email addresses. Fill in all other details. After this click on Publish to Activate Zap.
4) Results:
- You will receive an Email.
- When you click on the View Document Button, the document will open for Signature.
Conclusion:
In summary, the integration of Infusionsoft, Zapier, and SignNow presents an efficient solution for streamlining document signing workflows. Seamlessly connecting these platforms enables users to automate tasks, enhance efficiency and improve communication throughout the process. From tag application in Infusionsoft to document preparation in SignNow. At HikeBranding, we are capable of making this process easier and ensuring the best possible output in the automated manner.
