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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.

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.

  1. When this happens...
    eSign GenieeSign Genie
    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
  2. automatically do this!
    Vtiger CRMVtiger CRM
    Create or Update Opportunity

    Creates or updates opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
esign-genie logo
esign-genie logo

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
vtiger logo
vtiger logo

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.

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