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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
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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.
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Create a new contact in SimpleSign whenever a new contact is created in CATS
CATS + SimpleSign
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Build your own integrations between CATS and SimpleSign
Connect CATS 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 CATS and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Contact created
Triggers when a new contact is created
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Activity created
Triggers when a new activity is created
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Pipeline added
Triggers when a new candidate is added to a job
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Company created
Triggers when a new company is created
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User created
Triggers when a new user is created
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Job created
Triggers when a new job is created
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Candidate created
Triggers when a new candidate is created
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Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
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Create job
Creates a new job
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Create contact
Creates a new contact
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Create task
Creates a new task
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Create candidate
Creates a new candidate
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Create company
Creates a new company
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Fetch job
Fetches the details of an existing job
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Fetch candidate
Fetches the details of an existing candidate
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Fetch contact
Fetches the details of an existing contact
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Fetch company
Fetches the details of an existing company
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Send reminder
Sends a reminder to the specified recipients
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Add recipient
Adds a new recipient into your contact directory
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Update recipient
Updates the details of an existing recipient
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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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