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.
Document Sent Triggers when a document is sent for signature.
Document Viewed Triggers whenever a signer has opened and viewed the document for the first time.
Document Signed Triggers when a party signs a document.
Document Cancelled Triggers when a party cancels or declines to sign your document.
Document Executed Triggers when all the required parties have signed the document.
Document Deleted Triggers when a document is deleted.
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.