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Automate when something happens in esign genie
Login -> Create new flow -> Select trigger -> Search esign genie -> Choose the trigger from the list
Take action in esign genie when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search esign genie -> Choose the action from the list
Trigger
Action
See how esign genie integrates with popular apps to automate tasks and streamline your workflow.

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Common automations include auto-filling eSign Genie Templates from CRM or ERP data, sending documents for signature when a deal or approval happens, running Bulk Signing for batches, saving signed PDFs to cloud storage, and updating downstream systems once signatures complete.
viaSocket can trigger eSign Genie's Bulk Signing when a batch is ready (for example, payroll authorizations or vendor agreements). It takes a single template and a list of recipients/data, initiates signatures in one operation, and returns signed files and status for each recipient.
Yes. eSign Genie is an end-to-end eSignature solution designed to create legally binding signatures with template management, audit trails and secure delivery. viaSocket preserves that audit trail while automating delivery, storage and system updates.
Yes. viaSocket can insert AI-enabled actions before or after eSign Genie steps — for example, auto-extracting and validating contract fields, summarizing terms for a reviewer, or flagging anomalies — then pass validated data into eSign Genie templates and routing.
eSign Genie is an easy, cost-effective, comprehensive and legally binding end-to-end esignature solution with Templates, Bulk Signing, Online Forms, APIs.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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