An automated workflow using zapier
Connects Zoho Mail + eSign Genie
Create folders from eSign Genie templates for new emails in Zoho Mail
About this workflow template
This automation scenario allows you to connect Zoho Mail and eSign Genie
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Zoho Mail and eSign Genie can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Zoho Mail
New Email in Zoho Mail
Triggers when you receive a new email.
Then this action happens in eSign Genie
Create Folder From Template in eSign Genie
Create a Folder from Template.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create folders from eSign Genie templates for new emails in Zoho Mail.
Part I
Configure Applications
First, we need to connect Zoho Mail and eSign Genie to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho Mail to Zapier.
Give Zapier access to your Zoho Mail account, using Zoho Mail credentials.
Connect eSign Genie to Zapier.
Give Zapier access to your eSign Genie account, using eSign Genie credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Zoho Mail
Choose the following trigger: New Email (Triggers when you receive a new email.).
Then set up an Action for eSign Genie
Choose this action: Create Folder From Template (Create a Folder from Template.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho Mail and eSign Genie.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create folders from eSign Genie templates for new emails in Zoho Mail!
Related Automation Templates
Supported triggers and actions
Watch folder emails
Triggers when a new email has been received in the specified folder.
triggerbyintegromatNew email
Triggers when you receive a new email.
triggerbyzapierautomateiopabbly-connectNew email matching search
Triggers when you receive a new email that matches given conditions.
triggerbyzapierNew tagged email
Triggers when a new email is received and you tag it within two days.
triggerbyzapierWatch emails by search
Triggers when a new email that follows for the search key has been received.
triggerbyintegromatList from address
Triggers to fill dynamic values of 'From Name' drop down box in 'Send Mail' action.
triggerbyzapier
Create folder from template
Create a Folder from Template.
actionbyzapierpabbly-connectDocument 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.
triggerbyzapierpabbly-connectDocument sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
triggerbyzapierpabbly-connectDocument 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.
triggerbyzapierpabbly-connectDocument 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.
triggerbyzapierpabbly-connectDocument 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.
triggerbyzapierpabbly-connect
Apps you need
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
