Automate Keap & DocuSign

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

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Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["Keap"]
        T1(["Get Affiliates"])
    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 ["DocuSign"]
        A1(["Add Document to Workspace For IAM Plans"])
    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 Keap and DocuSign operate independently, critical client information can be lost during the contract signing process. For instance, when a new lead is created in Keap, the sales team must manually enter the same information into DocuSign to generate a contract. This leads to potential errors, such as incorrect email addresses or missing phone numbers, resulting in delays and frustrated clients. The sales team spends valuable time on this redundant data entry instead of focusing on closing deals.

Top Ways to Automate Keap & DocuSign

Automated Contract Generation: Instantly generate and send contracts from Keap to DocuSign, ensuring that your clients receive the necessary documents without delay, reducing the time spent on manual processes.
Real-Time Status Updates: Automatically sync document statuses between Keap and DocuSign, allowing your team to track progress and follow up with clients at the right moment, enhancing communication and closing rates.
Seamless Data Transfer: Eliminate manual data entry by automatically transferring client information from Keap to DocuSign, ensuring accuracy and freeing up your team to focus on higher-value tasks.

How to Build the Keap → DocuSign Sync

In Keap, set up a Standard Webhook to trigger on the 'Contact Created' event. This webhook will send a POST request to your designated endpoint with the contact's details.
Configure the webhook to include the following payload data: { "firstName": "{{firstName}}", "lastName": "{{lastName}}", "email": "{{email}}", "phone": "{{phone}}" }.
Develop an endpoint that listens for incoming POST requests from the Keap webhook. This endpoint should parse the incoming JSON and extract the necessary fields.
Utilize the DocuSign REST API to create an envelope. Construct a POST request to https://demo.docusign.net/restapi/v2.1/accounts/{accountId}/envelopes with the extracted data formatted as follows: { "emailSubject": "Contract for {{firstName}} {{lastName}}", "recipients": { "signers": [{ "email": "{{email}}", "name": "{{firstName}} {{lastName}}", "recipientId": "1" }] }, "status": "sent" }.
Test the entire flow by creating a new contact in Keap and verifying that the corresponding envelope is created in DocuSign with the correct details.

Developer Warnings & API Gotchas

Ensure that the field names in the Keap webhook payload match exactly with the expected field names in the DocuSign API request. Any discrepancies will result in failed envelope creation.
Be cautious about the recipientId in the DocuSign envelope. If multiple signers are involved, ensure that each has a unique recipientId to avoid conflicts.
When parsing the incoming JSON from Keap, validate that all required fields are present before making the API call to DocuSign. Missing fields can lead to incomplete contracts being sent.

Supported API Operations

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

When this happens in Keap... Get Affiliates

Do this in DocuSign Add Document to Workspace (For IAM Plans)
When this happens in Keap... Get Companies

Do this in DocuSign Add User to Workspace (For IAM Plans)
When this happens in Keap... Get Contact

Do this in DocuSign Add to Bulk Send List
When this happens in Keap... Get Custom Fields

Do this in DocuSign Bulk Send Envelope From Template
When this happens in Keap... Get Tags

Do this in DocuSign Cancel Maestro Workflow Instance (For IAM Plans)

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