At Hike Branding, we believe automation should make business processes effortless. That’s why our team specializes in creating powerful Make automations that eliminate repetitive tasks and replace them with smooth, hands-off workflows.
Recently, we partnered with a client who wanted to simplify their document handling process by connecting Keap and SignNow , two tools they relied on daily.
The Challenge
The client needed a way to automatically generate and send documents whenever a specific tag was applied to a contact in Keap. The requirements were:
- Instantly create a copy of a SignNow template with a new name.
- Pre-fill Smart Fields using the contact’s data.
- Send the document for signature to both the customer and the manager without manual intervention.
The main goal: no delays, no errors, and no chance of missing an important document.
The Solution
Our developers at Hike Branding built a Make integration powered by a Keap webhook. Here’s how it worked:
- Webhook Trigger – When a specific tag was applied in Keap, the workflow automatically kicked off.
- Smart Filtering – A router filtered only the relevant tags and retrieved the necessary contact details.
- Dynamic Variables – Conditions were applied to set the right data for each document.
- SignNow Automation – Using the SignNow API, the workflow generated a new document from a template and sent signature invitations ✉️ instantly.
This setup ensured precision, accuracy, and speed—with zero manual steps.
The Results
The impact was immediate:
- Hours of manual work saved every week.
- Reduced risk of human error in document handling.
- Guaranteed delivery of signed documents to the right people, on time.
By connecting Keap and SignNow through Make, we created a workflow that is not just automated—but reliable, scalable, and business-ready.
Why Choose Hike Branding for Make Automations?
This project highlights our expertise in building custom Make integrations tailored to business needs. Whether it’s document workflows, CRM management, or cross-platform automations, we help businesses work smarter, faster, and more efficiently.
If you’re looking to simplify your workflows with Make automation, Hike Branding has got your back!
