eSign Genie + Vtiger CRM

Add newly completed eSign Genie documents as Vtiger CRM opportunities

Why spend time to manually update your CRM? This integration with eSign Genie does the work for you! Take the most important data from eSign Genie to Vtiger CRM and update or create an opportunity when a document is completed in eSign Genie.

When this happens...
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.
TriggerInstant
automatically do this!
Create or Update Opportunity
Creates or updates opportunity.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

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
Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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
Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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

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
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

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

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.