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Integrate Act! 365 with SimpleSign
Send information between Act! 365 and SimpleSign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact in SimpleSign whenever a new contact is created in Act! 365
Having precise contact details empowers your sales team to deliver timely communications to users. This flow will log a new contact in SimpleSign whenever a new contact is created in Act! 365.
How it works
- The flow triggers when a new contact is created in Act! 365.
- 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 Act! 365
Act! 365 + SimpleSign
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Build your own integrations between Act! 365 and SimpleSign
Connect Act! 365 and SimpleSign with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Act! 365 and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Opportunity created
Triggers when a new opportunity is created
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Contact created
Triggers when a new contact is created
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To-do created
Triggers when a new to-do is created
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Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create opportunity
Creates a new opportunity
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Create to-do
Creates a new to-do
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Fetch contact by email
Fetches the details of an existing contact by email address
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Add recipient
Adds a new recipient into your contact directory
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Send reminder
Sends a reminder to the specified recipients
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Update recipient
Updates the details of an existing recipient
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Fetch document
Fetches the details of an existing document
What is Act! 365?
Act! 365 is a sales pipeline and marketing app designed to help businesses find new leads faster and close more deals.
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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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