eSign Genie + Paperless Forms
eSign Genie + Paperless Forms
Create eSign Genie folders from templates for new Paperless Forms entries
Effortlessly streamline your document management process with this workflow that connects Paperless Forms and eSign Genie. Whenever you receive a new entry from your Paperless Forms, a folder will be created in eSign Genie using a template of your choice. This automation not only saves you valuable time but also ensures your files in eSign Genie are organized and easily accessible.
- When this happens...New Entry (Rest)Triggers when a new entry is submitted.
- automatically do this!Create Folder From TemplateCreate a Folder from Template.
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More things you can do with Paperless Forms and eSign Genie
Discover other triggers and actions you can use with Paperless Forms and eSign Genie
- Form Name
Try ItTriggerInstant- Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - 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.
Try ItTriggerInstant
- 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 ItTriggerInstant - 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.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - 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
ActionWrite
