Integrate CATS with SimpleSign
Send information between CATS and SimpleSign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in SimpleSign whenever a new contact is created in CATS
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 CATS.
How it works
- The flow triggers when a new contact is created in CATS.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Create a new contact in SimpleSign whenever a new contact is created in CATS
CATS + SimpleSign
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Supported triggers and actions
Integrate CATS and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Pipeline added
Triggers when a new candidate is added to a job
Candidate created
Triggers when a new candidate is created
Company created
Triggers when a new company is created
Job created
Triggers when a new job is created
Contact created
Triggers when a new contact is created
Activity created
Triggers when a new activity is created
User created
Triggers when a new user is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create job
Creates a new job
Create contact
Creates a new contact
Create task
Creates a new task
Create candidate
Creates a new candidate
Fetch job
Fetches the details of an existing job
Fetch candidate
Fetches the details of an existing candidate
Fetch contact
Fetches the details of an existing contact
Fetch company
Fetches the details of an existing company
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 SimpleSign?
SimpleSign is an e-signing and contract management application that lets you create, send, track, and e-sign business documents and contracts.
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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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Technical Engineer, Master Liveaboards
