eSign Genie + Salesforce + Looping by Zapier
Update Salesforce records for newly viewed eSign Genie documents
This integration with eSign Genie will guarantee you're updated in time in Salesforce to reach out to your prospects that have viewed your agreement. Update your opportunities in Salesforce whenever an eSign Genie document is sent.
This integration with eSign Genie will guarantee you're updated in time in Salesforce to reach out to your prospects that have viewed your agreement. Update your opportunities in Salesforce whenever an eSign Genie document is sent.
- When this happens...Document 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.
- automatically do this...Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
- then do this...Find Record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
- then do this!Update Record
Updates an existing record for 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 ItHelp Warning
Values to LoopRequired
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
