eSign Genie + Salesforce
Create Salesforce records for newly signed eSign Genie documents
Keep track of who signed a document from eSign Genie. This integration creates a record in your opportunities, leads, tasks, notes, accounts, or contacts in Salesforce when a document has been signed.
Keep track of who signed a document from eSign Genie. This integration creates a record in your opportunities, leads, tasks, notes, accounts, or contacts in Salesforce when a document has been signed.
- When this happens...Document Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- Free forever for core features
- 14 day trial for premium features & apps
Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Try ItTemplateRequired
Folder Name
First NameRequired
Last NameRequired
EmailRequired
PermissionRequired
SequenceRequired
Host Email Id
Allow Name Change
Sender Email
SignIn Sequence
Send Now
In Person Enable
Fix Recipient Parties
Fix Documents
Send Success Url
Send Error Url
Sign Success Url
Sign Decline Url
Sign Later Url
Sign Error Url
Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Try ItNew Case Attachment
Triggers when a new Attachment is added to a case.
Try It
