eSign Genie + Zoho Bookings + Formatter by Zapier

eSign Genie + Zoho Bookings integrations

Create folders from eSign Genie templates for newly booked appointments in Zoho Bookings

Optimize your workflow today! Seamlessly create a folder from a template in eSign Genie when a new appointment is booked in Zoho Bookings.

When this happens...
Appointment BookedTriggers when a new appointment is booked.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create Folder From TemplateCreate a Folder from Template.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Zoho Bookings, Formatter by Zapier, and more

Appointment Canceled
Triggers when an appointment is canceled.
Trigger
Instant
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Appointment Rescheduled
Triggers when an appointment is rescheduled.
Trigger
Instant
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- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
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 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 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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- Template
  Required
- Folder Name
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Permission
  Required
- Sequence
  Required
- 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
Action
Write

Appointment Booked
Triggers when a new appointment is booked.
Trigger
Instant
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- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write
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 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 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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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.

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Related categories

Signatures

About Zoho Bookings

Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.

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Related categories

Scheduling & Booking

Zoho

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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Related categories

Documents

Zapier