eSign Genie + Microsoft Outlook
Generate draft emails in Microsoft Outlook for newly-completed eSign Genie documents
Easily personalize your effective sales follow-up emails in Outlook with this Zap. Once it's active, it saves you time by automatically creating custom draft emails in Microsoft Outlook for each new executed eSign Genie document. All that's needed is your finishing touch!
Easily personalize your effective sales follow-up emails in Outlook with this Zap. Once it's active, it saves you time by automatically creating custom draft emails in Microsoft Outlook for each new executed eSign Genie document. All that's needed is your finishing touch!
- 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 Draft Email
Creates a draft of an email that can then be reviewed and sent out.
- 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 ItCalendar
Time BeforeRequired
Time Before (Unit)Required
Try It
