Dropbox + Formstack Documents + Keap Max Classic Integrations

How to connect Dropbox + Formstack Documents + Keap Max Classic

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Do even more with Dropbox + Formstack Documents + Keap Max Classic

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Dropbox, Formstack Documents, and Keap Max Classic. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Space
- FolderRequired
- Include files in subfolders?
- Include sharing link?
Trigger
Scheduled
Try It
- Space
- FolderRequired
- File
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Scheduled
Try It
- Space
- Folder PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- FileRequired
- Overwrite
- Specify File Name
- Specify File Extension
- Include sharing link?
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Overwrite
- Include sharing link?
Action
Write

- Space
- FileRequired
- New NameRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Space
- FolderRequired
- Include files in subfolders?
- File NameRequired
- Include Deleted Files?
- Include file contents?
- Include sharing link?
Action
Search
New Merged Document
Triggers when a merged/populated document is created.
Trigger
Instant
Try It
- FileRequired
Action
Write
- DocumentRequired
- Download File
Action
Write
New Action Sequence
Triggers when a new action sequence is added.
Trigger
Scheduled
Try It
New Company
Triggers when you add a new company.
Trigger
Scheduled
Try It
New Contact Action
Triggers when you add a new action for a contact (task, note, or appointment).
Trigger
Scheduled
Try It
Credit Card Charge
Triggers when a credit card charge is processed from Infusionsoft through a merchant account.
Trigger
Scheduled
Try It
New Invoice
Triggers when you add a new invoice.
Trigger
Scheduled
Try It
New Invoice
Triggers when you add a new invoice (with line item support).
Trigger
Scheduled
Try It
New Product
Triggers when you add a new product.
Trigger
Scheduled
Try It
- Product
- Subscription Plan
Trigger
Scheduled
Try It
New Tag
Triggers when you add a new tag.
Trigger
Scheduled
Try It
- EmailRequired
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- Contacts
- From Address
- To Address
- CC Addresses
- BCC Addresses
- Content Type
- Subject
- HTML Body
- Text Body
Action
Write
- ContactRequired
- Product
- Subscription Plan
- Promo Code
- Lead AffiliateRequired
- Sale AffiliateRequired
Action
Write
- ContactRequired
- Email
- Action Set/Sequence
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Write
- ContactRequired
- Description
- Invoice Total
- Total Due
- Total Paid
Action
Search

- Space
- FolderRequired
- Include files in subfolders?
- Include file contents?
- Include sharing link?
Trigger
Scheduled
Try It
- Space
- File PathRequired
- Important Information
Action
Write
- Space
- FolderRequired
- Folder NameRequired
Action
Write
- Space
- FileRequired
- New LocationRequired
Action
Write
- Space
- FolderRequired
- File NameRequired
- File ContentRequired
- Include sharing link?
Action
Write
- Space
- PathRequired
- Requested Visibility
- Link Password
- Expires At
Action
Write
- Space
- FolderRequired
- Include files in subfolders?
- Folder NameRequired
- Include Deleted Folders?
- Include sharing link?
Action
Search
- Space
- FolderRequired
- Search TermRequired
- Include file contents?
- Include sharing link?
Action
Search
- OutputRequired
- File Name
- File 1Required
- File 2
- File 3
- File 4
- File 5
Action
Write
- RouteRequired
- Download File
Action
Write
- FileRequired
Action
Write
New Affiliate
Triggers when you add a new affiliate.
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- TagsRequired
Trigger
Instant
Try It
New Expense
Triggers when you add a new expense for an opportunity or leadsource.
Trigger
Scheduled
Try It
New Opportunity
Triggers when you add a new opportunity.
Trigger
Scheduled
Try It
New Payment
Triggers when you add a new payment of any type (Cash, Refund, check, PayPal, etc.).
Trigger
Scheduled
Try It
- ProductRequired
- Subscription PlanRequired
Trigger
Scheduled
Try It
New Subscription Plan
Triggers when you add a new subscription plan.
Trigger
Scheduled
Try It
- CompanyRequired
- Phone 1
- Phone 1 Ext
- Email
- Fax 1
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Website
Action
Write
- EmailRequired
- Tag NamesRequired
Action
Write
- ContactRequired
- TitleRequired
- Description
- Created By
Action
Write
- Product NameRequired
- Product Price
- Description
- SKU
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- EmailRequired
- Action Set/Sequence
- How to check for duplicates
- Opt-in
- First Name
- Last Name
- Tag Names
- Job Title
- Company
- Lead Source
- Person Type
- Person Notes
- Billing Address Street (Line 1)
- Billing Address Street (Line 2)
- Billing Address City
- Billing Address State
- Billing Address Zip Code
- Billing Address Zip Extension
- Billing Address Country
- Billing Address Type
- Shipping Address Street (Line 1)
- Shipping Address Street (Line 2)
- Shipping Address City
- Shipping Address State
- Shipping Address Zip Code
- Shipping Address Zip Extension
- Shipping Address Country
- Shipping Address Type
- Optional Address Street (Line 1)
- Optional Address Street (Line 2)
- Optional Address City
- Optional Address State
- Optional Address Zip Code
- Optional Address Zip Extension
- Optional Address Country
- Optional Address Type
- Phone 1
- Phone 1 Ext
- Phone 1 Type
- Phone 2
- Phone 2 Ext
- Phone 2 Type
- Phone 3
- Phone 3 Ext
- Phone 3 Type
- Fax 1
- Fax 1 Type
- Fax 2
- Fax 2 Type
- Suffix
- Title
- Username
- Email Address 2
- Website
- Facebook
- Linked In
- Twitter
- Birthday
- Anniversary
Action
Search or write

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How Dropbox + Formstack Documents + Keap Max Classic Integrations Work

Step 1: Authenticate Dropbox, Formstack Documents, and Keap Max Classic.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Dropbox + Formstack Documents + Keap Max Classic

About Dropbox

Dropbox lets you store your files online, sync them to all your devices, and share them easily. Get started for free, then upgrade for more space and security features.

Learn more Help

Related categories

File Management & Storage

Similar apps

About Formstack Documents

Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.

Learn more

Related categories

Documents

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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.

Help

Related categories

Marketing Automation

Dropbox + Formstack Documents + Keap Max Classic Integrations

How to connect Dropbox + Formstack Documents + Keap Max Classic

Do even more with Dropbox + Formstack Documents + Keap Max Classic

New Folder

New or Updated File

Delete Folder

Upload File

Create Text File

Rename File

API Request (Beta)

Find File

New Merged Document

Convert File to PDF

Create Document Merge

New Action Sequence

New Company

New Contact Action

Credit Card Charge

New Invoice

New Invoice

New Product

Cancelled Subscription

New Tag

Create/Update Contact

Send Email

Create Order

Update Contact

Find an Invoice

New File in Folder

Delete File

Create Folder

Move File

Create or Append to Text File

Create Shared Link

Find Folder

Find File (Content Search)

Combine Files

Create Data Route Merge

Extract Field Values From PDF

New Affiliate

New Contact

Tag Added to Contact

New Expense

New Opportunity

New Payment

New Subscription

New Subscription Plan

Create Company

Tag Existing Contact

Create Note

Create Product

Find a Contact

Find or Create Contact

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About Dropbox

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