eSign Genie + Zoho CRM
Update module entries in Zoho CRM for newly-cancelled documents in eSign Genie
Knowing when a document has been declined is just as important as knowing when it has been approved. Stay in the loop and renegotiate with your leads with this Zap. Once in place, this integration automatically updates your Zoho CRM deals for each newly-cancelled eSign Genie document.
Knowing when a document has been declined is just as important as knowing when it has been approved. Stay in the loop and renegotiate with your leads with this Zap. Once in place, this integration automatically updates your Zoho CRM deals for each newly-cancelled eSign Genie document.
- When this happens...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.
- automatically do this...Find Module Entry
Finds an entry in a module
- then do this!Update Module Entry
Update existing entry in the selected module
- Free forever for core features
- 14 day trial for premium features & apps
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 ItNew Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try It
