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eSign Genie + Salesforce

Create folders from templates from new Salesforce records

Salesforce is a cloud-based CRM software widely used in companies to manage leads, opportunities, and customer data. This template allows users to send an esignature request when the contact information is saved in Salesforce contact. Available for our Paid or Trial Business Premium accounts.

Salesforce is a cloud-based CRM software widely used in companies to manage leads, opportunities, and customer data. This template allows users to send an esignature request when the contact information is saved in Salesforce contact. Available for our Paid or Trial Business Premium accounts.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    eSign GenieeSign Genie
    Create Folder From Template

    Create a Folder from Template.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    • Record to LinkRequired

    • FileRequired

    • VisibilityRequired

    Action
    Write
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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

  • Signatures
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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