eSign Genie + Hipcall-Integration

eSign Genie

eSign Genie ist die erste Wahl bei elektronischer Signatursoftware; damit können Sie schnell loslegen, wiederverwendbare Dokumentvorlagen einrichten und diese in wenigen Klicks an mehrere Parteien zur elektronischen Unterschrift senden.

Wenn dies geschieht (Trigger)

Tun Sie dies (Aktionen)

Create task
Creates a new task.
Update task
Updates an existing task.
Create contact
Creates a new contact.
Update contact
Updates an existing contact.
Create company
Creates a new company.
Update company
Updates an existing company.
Create deal
Creates a new deal.
Update deal
Updates an existing deal.
Call init
When a call start.
Call hangup
When the call hangup.
Create callback
When the caller create a new callback request.
eSign Genie
Document Sent
Triggers when a document is sent for signature.
eSign Genie
Document Viewed
Triggers whenever a signer has opened and viewed the document for the first time.
eSign Genie
Document Signed
Triggers when a party signs a document.
eSign Genie
Document Cancelled
Triggers when a party cancels or declines to sign your document.
eSign Genie
Document Executed
Triggers when all the required parties have signed the document.
eSign Genie
Document Deleted
Triggers when a document is deleted.
eSign Genie
Create Folder From Template
Creates a folder from template.
Create task (Coming soon)
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Create company (Coming soon)
Creates a new company.