Create folders from templates in eSign Genie for new Microsoft Outlook contacts
Plan your email workflow carefully to enhance your marketing approach. This integration automatically sends eSign Genie documents whenever a new contact is added in Microsoft Outlook.
Plan your email workflow carefully to enhance your marketing approach. This integration automatically sends eSign Genie documents whenever a new contact is added in Microsoft Outlook.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this...Find a Contact
Search for a contact.
- then do this!Create Folder From Template
Create a Folder from Template.
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