eSign Genie + Microsoft Outlook Integrations

How to connect eSign Genie + Microsoft Outlook

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Generate draft emails in Microsoft Outlook for newly-completed eSign Genie documents
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eSign Genie + Microsoft Outlook
Create emails in Microsoft Outlook for newly-completed eSign Genie documents
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eSign Genie + Microsoft Outlook
Create folders from templates in eSign Genie for new Microsoft Outlook contacts
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Microsoft Outlook + eSign Genie
Create eSign Genie folders from new calendar events added in Microsoft Outlook
Details
Try it
Microsoft Outlook + eSign Genie

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

Details

Try it

eSign Genie + Microsoft Outlook

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

Details

Try it

eSign Genie + Microsoft Outlook

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

Details

Try it

Microsoft Outlook + eSign Genie

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

Details

Try it

Microsoft Outlook + eSign Genie

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Supported triggers and actions

What does this mean?

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
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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
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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
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- TemplateRequired
- Folder Name
- First NameRequired
- Last NameRequired
- EmailRequired
- PermissionRequired
- SequenceRequired
  Use this field to assign a sequence number to a recipient in the list of recipient parties. Use unique sequence numbers for each party starting with 1 like 1,2,3,4
- Host Email Id
- Allow Name Change
- Sender Email
- SignIn Sequence
  Use this field to send the folder signinig in sequence or not. When false, signing emails sent to all. When true, signing email are sent to next only after prior party signs.
- Send Now
- In Person Enable
  When you are passing as a true then, Use this field to initiate the in-person signing process which can be easily completed on any device in a matter of minutes and avoids email-based signatures where required.
- Fix Recipient Parties
  Use this fieeld to freeze the recipient parties after creating a folder from the API in embedded mode. Parties are allowed to be edited only when value is false.
- Fix Documents
  Use this fieeld to freeze the documents in a folder after creating a folder from the API in embedded mode. Documents are allowed to be edited only when value is false.
- Send Success Url
  URL for the landing page on your website/application, which the user will be redirected to after successfully sending the folder in the embedded sending view.
- Send Error Url
  URL for the landing page on your website/application, which the user will be redirected to if error comes during sending the folder in the embedded sending view.
- Sign Success Url
  URL for the landing page on your website/application, which the user will be redirected to after successfully signing the folder in the embedded signing view.
- Sign Decline Url
  URL for the landing page on your website/application, which the user will be redirected to if he declines to sign the folder in the embedded signing view.
- Sign Later Url
  URL for the landing page your website/application, which the user will be redirected to if he chooses to sign the folder later in the embedded signing view.
- Sign Error Url
  URL for the landing page your website/application, which the user will be redirected to if error comes during signing the folder in the embedded signing view.
Action
Write
- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
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- Shared Inbox
  Specify a shared inbox you have access to, otherwise read emails from your own inbox.
Trigger
Scheduled
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- Calendar
  If empty, will default to your default calendar.
- SubjectRequired
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- All Day Event?
  If "true", we'll ignore the time entered in the start and end time fields. For example, 2019-03-25 6pm would become 2019-03-25.
- Description
  Allows HTML
- Show me as Free or Busy
Action
Write

- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Contact Folder
  If empty, the dropdown below will only show contacts in your top level contactFolder.
- ContactRequired
- First Name
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when updating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when updating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when updating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
  If empty, will search for contacts in the default Contacts folder.
- First Name
- Last Name
- Email
Action
Search

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 Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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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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- Calendar
  If empty, will default to your default calendar.
- Time BeforeRequired
  How far before the event do you want us to trigger? For starter and free plans, this should be 16 minutes or more. For higher plans, 6 minutes or more.
- Time Before (Unit)Required
Trigger
Scheduled
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- Contact Folder
  To trigger only on new contacts in a certain folder, select a folder here. If empty, we will trigger on new contacts in the default Contacts folder.
Trigger
Scheduled
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- Calendar
  If empty, will default to your default calendar.
Trigger
Scheduled
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- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email Addresses
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- From Email
  Leave this field blank to send from your own address. Use this field to send from a shared inbox you have access to.
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
  A file to be attached to the email. Can be an actual file or a public URL which will be downloaded and attached. Plain text content will converted into a txt file and attached. Please note the maximum size for an attachment is 4MB.
Action
Write
- Api Docs Info
  API docs for Microsoft Outlook are located here https://docs.microsoft.com/en-us/graph/use-the-api
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Contact Folder
  If empty, a contact will be created in the default Contacts folder.
- First NameRequired
- Last Name
- Email
  Microsoft allows a maximum of THREE email addresses when creating contacts.
- Business Phones
  Microsoft allows a maximum of TWO business phone numbers when creating contacts.
- Home Phones
  Microsoft allows a maximum of TWO home phone numbers when creating contacts.
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
  Optionally, specify a name to file the contact under.
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

How eSign Genie + Microsoft Outlook Integrations Work

Step 1: Authenticate eSign Genie and Microsoft Outlook.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect eSign Genie + Microsoft Outlook

Microsoft Outlook Tutorials

About eSign Genie

eSign Genie is an easy, cost-effective, comprehensive and legally binding end-to-end esignature solution with Templates, Bulk Signing, Online Forms, APIs.

Related categories

Signatures

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn more

Related categories

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eSign Genie + Microsoft Outlook Integrations

How to connect eSign Genie + Microsoft Outlook

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

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

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

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

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

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

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

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

Connect your apps and automate workflows

Document Cancelled

Document Executed

Document Signed

Create Folder From Template

TemplateRequired

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

New Calendar Event

Calendar

New Email

Shared Inbox

Create Event

Calendar

SubjectRequired

Start Date & TimeRequired

End Date & TimeRequired

All Day Event?

Description

Show me as Free or Busy

Create Draft Email

To Email(s)Required

CC Email(s)

BCC Email(s)

SubjectRequired

Body FormatRequired

BodyRequired

Attachment

Update Contact

Contact Folder

ContactRequired

First Name

Last Name

Email Addresses

Business Phones

Home Phones

Mobile Phone

Job Title

Company Name

Department

Business Website URL

Personal Notes

Street

City

State

Postal Code

Country or Region

Street

City

State

Postal Code

Country or Region