eSign Genie + Pipedrive + Looping by Zapier
eSign Genie + Pipedrive + Looping by Zapier
Create people in Pipedrive for newly sent eSign Genie documents
Keeping up with a growing contact list can be a chore. With this template, create a person in Pipedrive for new sent eSign Genie documents.
- When this happens...Document SentTriggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
- automatically do this...Create Loop From Line ItemsCreates a new Loop from line item(s). This is an advanced action!
- then do this!Create PersonCreates a new person.
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- 14 day trial for premium features & apps
More things you can do with these apps
Discover other triggers and actions you can use with eSign Genie, Looping by Zapier, and more
- 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 ItTriggerInstant - 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.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - TemplateRequired
- 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
ActionWrite
- Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Try ItTriggerInstant - 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.
Try ItTriggerInstant - Help Warning
- Values to LoopRequired
- Trim Whitespace
- Loop iteration counter start
- Maximum number of Loop iterations
ActionWrite
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- Create folders for templates in eSign Genie and update new Pipedrive deals
- Create folders from templates in eSign Genie for new CRM deals in Pipedrive
- Send eSign Genie documents for new deal matching filters in Pipedrive
- Create folders from eSign Genie templates for new Pipedrive leads
- Find and update Pipedrive deals for new sent documents in eSign Genie
- Update deals in Pipedrive for newly-cancelled documents in eSign Genie
- Update Pipedrive CRM deals when new documents are viewed in eSign Genie
- Update Pipedrive deals for newly signed eSign Genie documents
- Find and update Pipedrive deals for new deleted documents in eSign Genie
- Create persons in Pipedrive from newlly-executed eSign Genie documents
- Update Pipedrive people for newly executed eSign Genie documents
Related Zap Templates
- Create folders from templates in eSign Genie from new Pipedrive contacts
- Create folders from templates in eSign Genie for new CRM deals in Pipedrive
- Find and update Pipedrive deals for new sent documents in eSign Genie
- Update Pipedrive deals for newly signed eSign Genie documents
- Update Pipedrive people for newly executed eSign Genie documents








