Connect quickdesk and esign genie to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for quickdesk
Choose an Action
Automatically do this!
- Request a new Action for esign genie
Integrate quickdesk with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your quickdesk and esign genie accounts to viaSocket. Once connected, you can set up a workflow where an event in quickdesk triggers actions in esign genie (or vice versa).
Absolutely. You can customize how quickdesk data is recorded in esign genie. This includes choosing which data fields go into which fields of esign genie, setting up custom formats, and filtering out unwanted information.
The data sync between quickdesk and esign genie typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between quickdesk and esign genie. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About quickdesk
QuickDesk is a simplified CRM software optimised for sales teams and professionals. Convert leads and close prospects easier than ever.
Learn MoreAbout 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.
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