eSign Genie + Hipcall Integration

eSign Genie

eSign Genie is the number one choice in electronic signature software; allowing you to quickly get started, set up reusable document templates, and send them to multiple parties in a few clicks for electronic signatures.

When this happens (Triggers)

Do this (Actions)

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.