Integrate Freshdesk with SimpleSign

Send information between Freshdesk and SimpleSign automatically, without writing any code, using Zoho Flow.

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Generate a new contact in SimpleSign each time a new contact is created in Freshdesk

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 Freshdesk.

How it works
  1. The flow triggers when a new contact is created in Freshdesk.
  2. Zoho Flow adds a new recipient into your contact directory in SimpleSign.
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Generate a new contact in SimpleSign each time a new contact is created in Freshdesk

Freshdesk + SimpleSign

Build your own integrations between Freshdesk and SimpleSign

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Supported triggers and actions

Integrate Freshdesk and SimpleSign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Ticket updated

Triggers when the details of an existing ticket are updated

Ticket note added

Triggers when a note is added to the selected ticket

Contact updated

Triggers when the details of an existing contact are updated

Ticket created

Triggers when a new ticket is created

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 group

Creates a new group

Create forum

Creates a new forum in the selected category

Create forum category

Creates a new forum category

Create contact

Creates a new contact

Create ticket

Creates a new ticket

Create company

Creates a new company

Add notes to ticket

Adds private or public notes to the selected ticket

Update contact

Updates the details of an existing contact

Update ticket

Updates the details of an existing ticket

Update company

Updates the details of an existing company

Fetch company by ID

Fetches the details of an existing company by ID

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch group by ID

Fetches the details of an existing group by ID

Fetch ticket priority by ID

Fetches the priority details of a specific ticket by ID

Fetch ticket status by ID

Fetches the status of a specific ticket by ID

Fetch contact

Fetches the details of an existing contact by email address, phone number, or mobile number

Fetch ticket status

Fetches the status of a specific ticket by label

Fetch company

Fetches the details of an existing company by domain

Fetch ticket by ID

Fetches the details of an existing ticket by ID

Fetch ticket priority

Fetches the priority details of a specific ticket by label

Fetch agent

Fetches the details of an existing agent by email address, phone number, or mobile number

Fetch ticket

Fetches the details of an existing ticket by requester email address and subject

Fetch agent by ID

Fetches the details of an existing agent by 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 Freshdesk?

Freshdesk is an online cloud-based customer service platform. You can keep track of your conversations, collaborate with colleagues, and improve team efficiency with accurate metrics.

Customer Support Popular

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.

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CEO, Lakeside CNC Group

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Director, Perth Security Services

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CEO, Fabricroot

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