Integrate Jetpack CRM with SimpleSign
Send information between Jetpack CRM 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 Jetpack CRM
Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in SimpleSign whenever a new contact is added in Jetpack CRM.
How it works
- The flow triggers when a new contact is created in Jetpack CRM.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Create a new contact in SimpleSign whenever a new contact is created in Jetpack CRM
Jetpack CRM + SimpleSign
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Supported triggers and actions
Integrate Jetpack CRM and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact status updated
Triggers when the status of an existing contact is updated
Contact updated
Triggers when the details of an existing contact is updated
Transaction created
Triggers when a new transaction is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Invoice updated
Triggers when the details of an existing invoice is updated
Quote created
Triggers when a new quote is created
Company created
Triggers when a new company is created
Quote accepted
Triggers when an existing quote is accepted
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Add or update contact
Adds a new contact or updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch quote
Fetches the details of an existing quote
Add recipient
Adds a new recipient into your contact directory
Send reminder
Sends a reminder to the specified recipients
Update recipient
Updates the details of an existing recipient
Fetch document
Fetches the details of an existing document
What is Jetpack CRM?
Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.
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.
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 >We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
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Technical Engineer, Master Liveaboards
