eSign Genie + Hipcall Integration
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.
Creates a new task.
Update task
Updates an existing task.
Updates an existing task.
Create contact
Creates a new contact.
Creates a new contact.
Update contact
Updates an existing contact.
Updates an existing contact.
Create company
Creates a new company.
Creates a new company.
Update company
Updates an existing company.
Updates an existing company.
Create deal
Creates a new deal.
Creates a new deal.
Update deal
Updates an existing deal.
Updates an existing deal.
Call init
When a call start.
When a call start.
Call hangup
When the call hangup.
When the call hangup.
Create callback
When the caller create a new callback request.
When the caller create a new callback request.
Document Sent
Triggers when a document is sent for signature.
Triggers when a document is sent for signature.
Document Viewed
Triggers whenever a signer has opened and viewed the document for the first time.
Triggers whenever a signer has opened and viewed the document for the first time.
Document Signed
Triggers when a party signs a document.
Triggers when a party signs a document.
Document Cancelled
Triggers when a party cancels or declines to sign your document.
Triggers when a party cancels or declines to sign your document.
Document Executed
Triggers when all the required parties have signed the document.
Triggers when all the required parties have signed the document.
Document Deleted
Triggers when a document is deleted.
Triggers when a document is deleted.
Create Folder From Template
Creates a folder from template.
Creates a folder from template.
Create task (Coming soon)
Creates a new task.
Creates a new task.
Create contact (Coming soon)
Creates a new contact.
Creates a new contact.
Create company (Coming soon)
Creates a new company.
Creates a new company.
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