Integrate FluentCRM with SimpleSign
Send information between FluentCRM and SimpleSign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact is in SimpleSign each time a new contact is created in FluentCRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in SimpleSign each time a new contact is created in FluentCRM.
How it works
- The flow triggers when a new contact is created in FluentCRM.
- 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 FluentCRM
FluentCRM + SimpleSign
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Supported triggers and actions
Integrate FluentCRM and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when a new contact is updated
Contact created
Triggers when a new contact is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create list
Creates a new list
Create tag
Creates a new tag
Create contact
Creates a new contact
Update contact
Updates the details of the specified contact
Fetch contact
Fetches the details of an existing contact using ID
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 FluentCRM?
FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.
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.
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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, iDAYit
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