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eSign Genie + Vtiger CRM

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

Get automatically informed in your Vtiger CRM when your opportunity have signed your contract. eSign Genie's integration with Vtiger allows you to automatically create or update an opportunity in your CRM for each newly-signed document.

Get automatically informed in your Vtiger CRM when your opportunity have signed your contract. eSign Genie's integration with Vtiger allows you to automatically create or update an opportunity in your CRM for each newly-signed document.

  1. When this happens...
    eSign GenieeSign Genie
    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.

    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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