Pipedrive integration with eSign Genie
How to Create folders from templates in eSign Genie from new Pipedrive contacts
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create folders from templates in eSign Genie from new Pipedrive contacts" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate eSign Genie integrations
eSign Genie actions
Nekton can use any feature that is available in eSign Genie API.
Using our advanced AI, you can easily create custom automations for eSign Genie.
Here are some typical actions you can do in your automated workflows.
Create Folder From Template
Create a Folder from Template.
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.
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.
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.
Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
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.