Integrate EngageBay with SimpleSign
Send information between EngageBay and SimpleSign automatically, without writing any code, using Zoho Flow.
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Create a new contact is in SimpleSign each time a new contact is created in EngageBay
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 EngageBay.
How it works
- The flow triggers when a new contact is created in EngageBay.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Create a new contact is in SimpleSign each time a new contact is created in EngageBay
EngageBay + SimpleSign
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Supported triggers and actions
Integrate EngageBay and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal created
Triggers when a new deal 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 event
Creates a new event
Create deal
Creates a new deal
Create company
Creates a new company
Create task
Creates a new task
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Send reminder
Sends a reminder to the specified recipients
Add recipient
Adds a new recipient into your contact directory
Update recipient
Updates the details of an existing recipient
Fetch document
Fetches the details of an existing document
What is EngageBay?
EngageBay is a marketing, sales, support and CRM application for growing companies. It provides features such as marketing automation, contact management, deal pipeline, and more.
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 >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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
