Integrate EvaluAgent with SimpleSign

Send information between EvaluAgent and SimpleSign automatically, without writing any code, using Zoho Flow.

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Create a new contact in SimpleSign whenever a new contact is created in EvaluAgent

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in SimpleSign whenever a new contact is created in EvaluAgent.

How it works
  1. The flow triggers when a new contact is created in EvaluAgent.
  2. Zoho Flow adds a new recipient into your contact directory in SimpleSign.
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Create a new contact in SimpleSign whenever a new contact is created in EvaluAgent

EvaluAgent + SimpleSign

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Supported triggers and actions

Integrate EvaluAgent and SimpleSign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Evaluation created

Triggers when a new evaluation is added

Contact created

Triggers when a new contact is created

Document updated

Triggers when a document is sent, signed, or rejected

All Actions - Actions are the automated tasks

Create user

Adds a new user

Create contact

Creates a new contact

Update user

Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.

Add recipient

Adds a new recipient into your contact directory

Send reminder

Sends a reminder to the specified recipients

Update recipient

Updates the details of an existing recipient

Fetch document

Fetches the details of an existing document

What is EvaluAgent?

EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.

Customer Support

What is SimpleSign?

SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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