Popular eSign Genie + Microsoft Outlook workflows

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• Generate draft emails in Microsoft Outlook for newly-completed eSign Genie documents

  

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  eSign Genie, Microsoft Outlook

  eSign Genie + Microsoft Outlook

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  1. 

     When this happens

     Step 1: Document Executed

  2. 

     Then do this

     Step 2: Create Draft Email

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  Generate draft emails in Microsoft Outlook for newly-completed eSign Genie documents

  

  by Zapier

  Zapier

  Generate draft emails in Microsoft Outlook for newly-completed eSign Genie documents

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  eSign Genie, Microsoft Outlook

  eSign Genie + Microsoft Outlook

• Create emails in Microsoft Outlook for newly-completed eSign Genie documents

  

  by Zapier

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  eSign Genie, Microsoft Outlook

  eSign Genie + Microsoft Outlook

  More details

  1. 

     When this happens

     Step 1: Document Executed

  2. 

     Then do this

     Step 2: Send Email

  See Zap detailsTry it

  Create emails in Microsoft Outlook for newly-completed eSign Genie documents

  

  by Zapier

  Zapier

  Create emails in Microsoft Outlook for newly-completed eSign Genie documents

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  eSign Genie, Microsoft Outlook

  eSign Genie + Microsoft Outlook

• Create folders from templates in eSign Genie for new Microsoft Outlook contacts

  

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  Microsoft Outlook, eSign Genie

  Microsoft Outlook + eSign Genie

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  1. 

     When this happens

     Step 1: New Contact

  2. 

     Then do this

     Step 2: Find a Contact

  3. 

     Then do this

     Step 3: Create Folder From Template

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  Create folders from templates in eSign Genie for new Microsoft Outlook contacts

  

  by Zapier

  Zapier

  Create folders from templates in eSign Genie for new Microsoft Outlook contacts

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  Microsoft Outlook, eSign Genie

  Microsoft Outlook + eSign Genie

• Create eSign Genie folders from new calendar events added in Microsoft Outlook

  

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  Microsoft Outlook, eSign Genie

  Microsoft Outlook + eSign Genie

  More details

  1. 

     When this happens

     Step 1: New Calendar Event

  2. 

     Then do this

     Step 2: Create Folder From Template

  See Zap detailsTry it

  Create eSign Genie folders from new calendar events added in Microsoft Outlook

  

  by Zapier

  Zapier

  Create eSign Genie folders from new calendar events added in Microsoft Outlook

  Try it

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  Microsoft Outlook, eSign Genie

  Microsoft Outlook + eSign Genie

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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.

  Trigger

  Instant
• 

  Document Deleted

  Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.

  Trigger

  Instant
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  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.

  Trigger

  Instant
• 

  Document Sent

  Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.

  Trigger

  Instant
• 

  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.

  Trigger

  Instant
• 

  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.

  Trigger

  Instant
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  Create Folder From Template

  Create a Folder from Template.

  Action

  Write
• 

  Calendar Event Start

  Triggers at a specified time before an event in your calendar starts.

  Trigger

  Scheduled
• Microsoft Outlook

  Triggers when a new event is created in your calendar.

  Scheduled

  Trigger

• Microsoft Outlook

  Triggers when a new contact is added to your account

  Scheduled

  Trigger

• Microsoft Outlook

  Triggers when a new e-mail is received in your inbox.

  Scheduled

  Trigger

• Microsoft Outlook

  Triggers when an event is updated.

  Scheduled

  Trigger

• Microsoft Outlook

  Create an event in the calendar of your choice.

  Scheduled

  Action

• Microsoft Outlook

  Creates a new contact.

  Scheduled

  Action

• Microsoft Outlook

  Creates a draft of an email that can then be reviewed and sent out.

  Scheduled

  Action

• Microsoft Outlook

  Send an email from your Outlook account.

  Scheduled

  Action

• Microsoft Outlook

  Updates a contact.

  Scheduled

  Action

• Microsoft Outlook

  Search for a contact.

  Scheduled

  Action

• Microsoft Outlook

  this is the description.

  Scheduled

  Action