How can we improve WP E-Signature?

Infusionsoft CRM integratio

We currently use Infusionfoft and being able to apply an infusionsoft tag when a document is sign. is supper powerful and would be used by many infusionsoft users.

tags are NOt the traditional tag like in Wordpress

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Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Ilona Budapesti commented  ·   ·  Flag as inappropriate

    Would definitely need this. ActiveCampaign is available but Infusionsoft isn't yet. The last comments on this are from 2014 and 2017. Any updates? Alternatively, in the meantime if you could write up a Zapier or webhook integration guide and post it here it would be helpful. Thanks.

  • Anonymous commented  ·   ·  Flag as inappropriate

    Hi,
    Has there been any updates to this? I am needing to add an Infusionsoft tag after the document has been signed.

  • AdminKevin at WP E-Signature (Founder, WP E-Signature) commented  ·   ·  Flag as inappropriate

    Thanks Greg... we've added this great suggestion to our planned development backlog.

    With the public release in about 2 weeks it will most likely be a month or so before we can switch focus back to building out our add-on collection (which we are very committed to).

    That being said we do have a Dropbox Sync option if you are looking for a safe third party location to store signed documents?

  • Anonymous commented  ·   ·  Flag as inappropriate

    I wanted to define 2 things that would be great starters,

    1) after signer clicks submit after signing doc it applies an Infusionsoft tag
    (an example is Infusionsoft gravity form addin that we use it works great for this)

    2)That the document is sent to the clients " filebox "

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