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eSign Genie + Pipedrive

eSign Genie + Pipedrive

eSign Genie + Pipedrive integrations

Update Pipedrive CRM deals when a document folders are executed in eSign Genie

Set up this integration to effortlessly make sure your deals stay up to date with the latest document details. Once this zap is active, your Pipedrive CRM deals will be automatically updated as soon as a document is signed by all assigned parties in eSign Genie.

  1. When this happens...
    Document Executed
    Document Executed
    Document ExecutedTriggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
  2. automatically do this...
    Find Deal
    Find Deal
    Find DealTriggers when a new deal is created.
  3. then do this!
    Update Deal
    Update Deal
    Update DealUpdates an existing deal.
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More things you can do with eSign Genie and Pipedrive

Discover other triggers and actions you can use with eSign Genie and Pipedrive

  • eSign Genie triggers, actions, and search
    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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  • eSign Genie triggers, actions, and search
    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
    Try It
  • eSign Genie triggers, actions, and search
    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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    • Template
      Required
    • Folder Name
    • First Name
      Required
    • Last Name
      Required
    • Email
      Required
    • Permission
      Required
    • Sequence
      Required
    • 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
    Action
    Write
  • eSign Genie triggers, actions, and 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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  • eSign Genie triggers, actions, and search
    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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  • eSign Genie triggers, actions, and search
    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
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
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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
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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