Popular eSign Genie + Vtiger CRM workflows

Our most popular Zap!

• Add newly completed eSign Genie documents as Vtiger CRM opportunities

  

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  eSign Genie, Vtiger CRM

  eSign Genie + Vtiger CRM

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  1. 

     When this happens

     Step 1: Document Executed

  2. 

     Then do this

     Step 2: Create or Update Opportunity

  See Zap detailsTry it

  Add newly completed eSign Genie documents as Vtiger CRM opportunities

  

  by Zapier

  Zapier

  Add newly completed eSign Genie documents as Vtiger CRM opportunities

  Try it

  • 
  • 

  eSign Genie, Vtiger CRM

  eSign Genie + Vtiger CRM

• Create or update opportunities in Vtiger CRM for newly-signed documents in eSign Genie

  

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  eSign Genie, Vtiger CRM

  eSign Genie + Vtiger CRM

  More details

  1. 

     When this happens

     Step 1: Document Signed

  2. 

     Then do this

     Step 2: Create or Update Opportunity

  See Zap detailsTry it

  Create or update opportunities in Vtiger CRM for newly-signed documents in eSign Genie

  

  by Zapier

  Zapier

  Create or update opportunities in Vtiger CRM for newly-signed documents in eSign Genie

  Try it

  • 
  • 

  eSign Genie, Vtiger CRM

  eSign Genie + Vtiger CRM

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  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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  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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  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
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  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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  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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  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
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  Create Folder From Template

  Create a Folder from Template.

  Action

  Write
• 

  Contact Created or Updated

  Triggers when a new contact is created or existing lead is updated.

  Trigger

  Scheduled
• Vtiger CRM

  Triggers when a new lead is created or existing lead is updated.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new Case is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new contact is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new event is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new Invoice is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new Lead is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new Opportunity is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new Organization is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new Product is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new Service is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new Ticket is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new todo is created.

  Scheduled

  Trigger

• Vtiger CRM

  Triggers when a new opportunity is created or existing opportunity is updated.

  Scheduled

  Trigger

• Vtiger CRM

  Creates a new Case.

  Scheduled

  Action

• Vtiger CRM

  Creates or updates contact.

  Scheduled

  Action

• Vtiger CRM

  Create a new Event in Vtiger.

  Scheduled

  Action

• Vtiger CRM

  Creates or updates lead.

  Scheduled

  Action

• Vtiger CRM

  Creates or updates opportunity.

  Scheduled

  Action

• Vtiger CRM

  Creates a new Organization/Account/Company.

  Scheduled

  Action

• Vtiger CRM

  Creates a new Product in Vtiger.

  Scheduled

  Action

• Vtiger CRM

  Creates a new Service item in Vtiger.

  Scheduled

  Action

• Vtiger CRM

  Creates a new Ticket.

  Scheduled

  Action

• Vtiger CRM

  Create a new To do in Vtiger.

  Scheduled

  Action