Integrate LiveAgent with SimpleSign

Send information between LiveAgent 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 LiveAgent

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in SimpleSign whenever a new contact is created in LiveAgent.

How it works
  1. The flow triggers when a new contact is created in LiveAgent.
  2. 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 LiveAgent

LiveAgent + SimpleSign

Build your own integrations between LiveAgent and SimpleSign

Connect LiveAgent and SimpleSign with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LiveAgent and SimpleSign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Ticket created

Triggers when a new ticket is created

Company created

Triggers when a new company is created

Document updated

Triggers when a document is sent, signed, or rejected

All Actions - Actions are the automated tasks

Add contact to group

Adds a contact to the selected group

Create contact

Creates a new contact

Create company

Creates a new company

Create ticket

Creates a new ticket

Remove contact from group

Removes a contact from the selected group

Update contact

Updates the details of an existing contact

Update company

Updates the details of an existing company

Update ticket

Updates the details of an existing ticket

Fetch ticket

Fetches the details of an existing ticket by ID or subject

Fetch company

Fetches the details of an existing company by ID, name, or email address

Fetch contact

Fetches the details of an existing contact by ID, first name, last name, or email address

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 LiveAgent?

LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.

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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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