eSign Genie + Xero + Looping by Zapier + Copper
Update companies in Copper and create payments in Xero for newly completed documents in eSign Genie
Done deal! The document is signed by all parties, and all that is left is updating the company in your CRM and getting the final payment processed. Why not do it all in one go? This template allows you to update a company in Copper and create a payment in Xero for newly completed documents in eSign Genie.
Done deal! The document is signed by all parties, and all that is left is updating the company in your CRM and getting the final payment processed. Why not do it all in one go? This template allows you to update a company in Copper and create a payment in Xero for newly completed documents 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.
- automatically do this...Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
- then do this...Create/Update Company
Creates or Updates a Company depending on the match criteria.
- then do this!Create Payment
Triggers when you receive a new payment.
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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.
Try ItDocument 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.
Try ItDocument 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.
Try ItTemplateRequired
Folder Name
First NameRequired
Last NameRequired
EmailRequired
PermissionRequired
SequenceRequired
Host Email Id
Allow Name Change
Sender Email
SignIn Sequence
Send Now
In Person Enable
Fix Recipient Parties
Fix Documents
Send Success Url
Send Error Url
Sign Success Url
Sign Decline Url
Sign Later Url
Sign Error Url
Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Try ItDocument 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.
Try ItHelp Warning
Values to LoopRequired
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
