eSign Genie + Salesforce
Create folders from templates in eSign Genie for updated Salesforce records
Cut out unnecessary steps from your workflow by creating folders from templates in eSign Genie for new updates to your Salesforce records.
Cut out unnecessary steps from your workflow by creating folders from templates in eSign Genie for new updates to your Salesforce records.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Folder From Template
Create a Folder from Template.
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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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
