Integrate OnePageCRM with SimpleSign
Send information between OnePageCRM 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 OnePageCRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in SimpleSign each time a new contact is created in OnePageCRM.
How it works
- The flow triggers when a new contact is created in OnePageCRM.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Generate a new contact in SimpleSign each time a new contact is created in OnePageCRM
OnePageCRM + SimpleSign
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Supported triggers and actions
Integrate OnePageCRM and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
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 note
Creates a new note for the specified 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 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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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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