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.
- When this happens...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.
- automatically do this...Find DealTriggers when a new deal is created.
- then do this!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
- 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
- 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 - Activity filterRequired
Try ItTriggerPolling
Related Zap Templates
- Create folders from templates in eSign Genie from new Pipedrive contacts
- Create folders for templates in eSign Genie and update new Pipedrive deals
- Create folders from templates in eSign Genie for new CRM deals in Pipedrive
- Send eSign Genie documents for new deal matching filters in Pipedrive
- Create folders from eSign Genie templates for new Pipedrive leads
- Find and update Pipedrive deals for new sent documents in eSign Genie
- Update deals in Pipedrive for newly-cancelled documents in eSign Genie
- Update Pipedrive CRM deals when new documents are viewed in eSign Genie
- Update Pipedrive deals for newly signed eSign Genie documents
- Find and update Pipedrive deals for new deleted documents in eSign Genie
- Create persons in Pipedrive from newlly-executed eSign Genie documents
- Create people in Pipedrive for newly sent eSign Genie documents
- Update Pipedrive people for newly executed eSign Genie documents
Related Zap Templates
- Create folders from templates in eSign Genie from new Pipedrive contacts
- Send eSign Genie documents for new deal matching filters in Pipedrive
- Update deals in Pipedrive for newly-cancelled documents in eSign Genie
- Find and update Pipedrive deals for new deleted documents in eSign Genie
- Update Pipedrive people for newly executed eSign Genie documents






