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Automate tasks across eSign Genie with Salesforce

We work with you to understand your business processes, and automate all work between eSign Genie and Salesforce.

Talk to our team

Businesses automate real work through MindCloud every day.

Start automating your work

Here are some common examples of how businesses use MindCloud to automate work between eSign Genie and Salesforce.

Create Salesforce records for newly signed eSign Genie documentsGet Started
Send eSign Genie documents to new Salesforce contactsGet Started
Create folders from templates from new Salesforce recordsGet Started

Every action you need

Your company can interact with eSign Genie and Salesforce using our 52 actions.
Can’t find what you need? Let us know.

Download Single Document PDFReadRetrieves a document PDF from eSign Genie.
Download ReportReadRetrieves an envelope report from eSign Genie.
Cancel EnvelopeUpdateCancels an envelope in eSign Genie.
Create Envelope from TemplateCreateCreates a new envelope from a template in eSign Genie.
Create Envelope from URLCreateCreates a new envelope from document URLs in eSign Genie.
Delete EnvelopesDeleteDeletes envelopes from eSign Genie.
Download Envelope FilesReadRetrieves envelope files from eSign Genie.
Get Envelope Activity HistoryReadRetrieves envelope activity history from eSign Genie.
Get Envelope DetailsReadRetrieves envelope details from eSign Genie.
Get Envelope IdsReadRetrieves envelope IDs from eSign Genie.
Modify Shared EnvelopeUpdateUpdates a shared envelope in eSign Genie.
Move Envelopes to Recycle BinDeleteMoves envelopes to the recycle bin in eSign Genie.
Send Draft EnvelopeUpdateSends a draft envelope in eSign Genie.
Send Signature ReminderUpdateSends a signature reminder from eSign Genie.
Update Envelope FieldsUpdateUpdates envelope fields in eSign Genie.

Frequently Asked Questions

Common questions about working with MindCloud on your eSign Genie and Salesforce integration.

Apps are the systems your business runs on, like eSign Genie and Salesforce. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.