Integrate Autopilot with SimpleSign

Send information between Autopilot 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 Autopilot

Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in SimpleSign whenever a new contact is added in Autopilot.

How it works
  1. The flow triggers when a new contact is added in Autopilot.
  2. Zoho Flow adds a new recipient into your contact directory in SimpleSign.
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Generate a new contact in SimpleSign each time a new contact is created in Autopilot

Autopilot + SimpleSign

Build your own integrations between Autopilot and SimpleSign

Connect Autopilot and SimpleSign with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Autopilot and SimpleSign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact removed from list

Triggers when a contact is removed from the selected list

Contact unsubscribed

Triggers when a contact unsubscribes

New contact

Triggers when a new contact is added

Contact added to list

Triggers when a contact is added to the selected list

Document updated

Triggers when a document is sent, signed, or rejected

All Actions - Actions are the automated tasks

Add contact to list

Creates a new contact and adds it to the selected list

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact by its email address or contact ID

Delete contact

Deletes the selected contact

Unsubscribe contact

Unsubscribes the selected contact from all emails

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 Autopilot?

Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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