Integrate Contactually with SimpleSign
Send information between Contactually 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 Contactually
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 Contactually.
How it works
- The flow triggers when a new contact is created in Contactually.
- 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 Contactually
Contactually + SimpleSign
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Supported triggers and actions
Integrate Contactually and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New bucketed contact
Triggers when a contact is added to the selected bucket
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create or update contact
Creates or updates the details of a contact
Create interaction
Creates a new interaction with a contact
Create task
Creates a new task
Fetch contact
Fetches a contact by email
Fetch bucket
Fetches the details of an existing bucket
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 Contactually?
Contactually is a CRM application that lets you sync communication history. You can set up custom templates, track deal status with pipelines, and create reminders to connect with your contacts.
Similar apps
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.
Similar apps
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 >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Toto
Technical Engineer, Master Liveaboards
