eSign Genie + Salesforce + Looping by Zapier
Find and update Salesforce records for newly completed eSign Genie documents
Updating an opportunity's information over and over can become tedious and a huge time sink. Automate the process and streamline your workflow with this Zapier template! Loop through each party's information in a newly completed eSign Genie document and update your opportunity in Salesforce automatically.
Updating an opportunity's information over and over can become tedious and a huge time sink. Automate the process and streamline your workflow with this Zapier template! Loop through each party's information in a newly completed eSign Genie document and update your opportunity in Salesforce automatically.
- When this happens...Document 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.
- 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.).
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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
