Automate DocuSign & Keap

Stop paying for mismatched spreadsheets. Sync data between DocuSign and Keap in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["DocuSign"]
        T1(["Brand Created"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Keap"]
        A1(["Add a Product to an Invoice"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When Docusign and Keap operate independently, critical client information often falls through the cracks. For instance, when a client signs a contract via Docusign, the sales team must manually enter that client's details into Keap, leading to potential data entry errors. This results in lost opportunities for follow-up communications, as the marketing team may not have access to the most recent contract data, wasting hours of valuable time on redundant tasks and miscommunication.

Top Ways to Automate DocuSign & Keap

Automated Document Sending: Instantly send contracts and agreements from DocuSign directly to your Keap contacts, ensuring timely follow-ups and reducing the risk of lost documents.
Real-Time Status Updates: Automatically update contact records in Keap when a document is signed in DocuSign, keeping your sales team informed and enabling proactive engagement with clients.
Streamlined Client Onboarding: Create a seamless onboarding experience by automatically triggering workflows in Keap when a new contract is signed, ensuring that all necessary steps are executed without delay.

How to Build the DocuSign → Keap Sync

Set up a webhook in Docusign to listen for the 'EnvelopeCompleted' event. This webhook will trigger when a document is fully signed.
Configure the webhook to send a payload to your designated endpoint, including essential data such as the client's name, email, and signed document details.
On your server, create an endpoint (e.g., https://yourserver.com/api/docusign-webhook) to receive the webhook payload from Docusign.
Extract the relevant fields from the Docusign payload, specifically 'recipientName', 'recipientEmail', and 'documentId'.
Use the Keap REST API to insert this data into the CRM. Make a POST request to https://api.keap.com/v1/contacts with a JSON body containing the extracted data:
{ "given_name": "[recipientName]", "email": "[recipientEmail]", "custom_fields": [{ "id": "[documentId]" }] }

Developer Warnings & API Gotchas

Ensure that the 'documentId' is correctly mapped to a custom field in Keap; otherwise, the signed document reference will be lost.
Be mindful of the data types in the Keap API; for instance, the email field must be a valid email format, or the API will reject the request.
Test the webhook thoroughly, as Docusign may send multiple payloads for a single envelope, leading to duplicate entries in Keap if not handled properly.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in DocuSign... Brand Created

Do this in Keap Add a Product to an Invoice
When this happens in DocuSign... Click Agreed

Do this in Keap Create Company
When this happens in DocuSign... Click Declined

Do this in Keap Create Invoice
When this happens in DocuSign... Envelope Completed

Do this in Keap Create Note
When this happens in DocuSign... Envelope Corrected

Do this in Keap Create Product

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I can see you're looking at mapping DocuSign to Keap. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?