eSign Genie + Proposify Integrations
How to connect eSign Genie + Proposify
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Document CancelledTriggers 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- Document DeletedTriggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.Trigger
- 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.Trigger
- Document SentTriggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.Trigger
- Document SignedTriggers 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
- Document ViewedTriggers 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
- Create Folder From TemplateCreate a Folder from Template.Action
Client Commented on a ProposalTriggers when a client has left a comment on the client view.Trigger- Proposify
Triggers when a user creates a new client.
Instant
Trigger
- Proposify
Triggers when a proposal is created.
Instant
Trigger
- Proposify
Triggers when a Proposal is declined by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Triggers when a proposal is signed by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is viewed by a client.
Instant
Trigger
- Proposify
Triggers when a proposal is accepted by a client.
Instant
Trigger
- Proposify
Triggers when a proposal reminder is sent or marked as sent by a user.
Instant
Trigger
- Proposify
Creates a new client.
Scheduled
Action
- Proposify
Creates a new proposal.
Scheduled
Action
How eSign Genie + Proposify Integrations Work
- Step 1: Authenticate eSign Genie and Proposify.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About eSign Genie
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