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Integrate Insightly with SimpleSign
Send information between Insightly 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 is in SimpleSign each time a new contact is created in Insightly
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 Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
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Create a new contact is in SimpleSign each time a new contact is created in Insightly
Insightly + SimpleSign
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Build your own integrations between Insightly and SimpleSign
Connect Insightly 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 Insightly and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Organization
Triggers when a new organization is created
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New Contact
Triggers when a new contact is created
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New Task
Triggers when a new task is created
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New Project
Triggers when a new project is created
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New Opportunity
Triggers when a new opportunity is created
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New Lead
Triggers when a new lead 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 Task
Creates a new task
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Create Organization
Creates a new organization
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Create Opportunity
Creates a new opportunity
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Create Project
Creates a new project
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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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 Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
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.
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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.
Learn more >Logic
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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