Integrate Freshdesk with SimpleSign
Send information between Freshdesk and SimpleSign automatically, without writing any code, using Zoho Flow.
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Generate a new contact in SimpleSign each time a new contact is created in Freshdesk
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow create a new contact is in SimpleSign each time a new contact is created in Freshdesk.
How it works
- The flow triggers when a new contact is created in Freshdesk.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Generate a new contact in SimpleSign each time a new contact is created in Freshdesk
Freshdesk + SimpleSign
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Supported triggers and actions
Integrate Freshdesk and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Ticket note added
Triggers when a note is added to the selected ticket
Ticket created
Triggers when a new ticket is created
Contact updated
Triggers when the details of an existing contact are updated
Ticket updated
Triggers when the details of an existing ticket are updated
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 contact
Creates a new contact
Create ticket
Creates a new ticket
Create forum
Creates a new forum in the selected category
Create group
Creates a new group
Create company
Creates a new company
Add notes to ticket
Adds private or public notes to the selected ticket
Create forum category
Creates a new forum category
Update contact
Updates the details of an existing contact
Update ticket
Updates the details of an existing ticket
Update company
Updates the details of an existing company
Fetch ticket
Fetches the details of an existing ticket by requester email address and subject
Fetch ticket priority by ID
Fetches the priority details of a specific ticket by ID
Fetch ticket priority
Fetches the priority details of a specific ticket by label
Fetch contact
Fetches the details of an existing contact by email address, phone number, or mobile number
Fetch group by ID
Fetches the details of an existing group by ID
Fetch agent
Fetches the details of an existing agent by email address, phone number, or mobile number
Fetch company by ID
Fetches the details of an existing company by ID
Fetch ticket status
Fetches the status of a specific ticket by label
Fetch ticket status by ID
Fetches the status of a specific ticket by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch company
Fetches the details of an existing company by domain
Fetch agent by ID
Fetches the details of an existing agent by ID
Fetch ticket by ID
Fetches the details of an existing ticket by ID
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 Freshdesk?
Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.
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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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