Integrate Autopilot with SimpleSign
Send information between Autopilot 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 Autopilot
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will add a new contact in SimpleSign whenever a new contact is added in Autopilot.
How it works
- The flow triggers when a new contact is added in Autopilot.
- 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 Autopilot
Autopilot + SimpleSign
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Supported triggers and actions
Integrate Autopilot and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact removed from list
Triggers when a contact is removed from the selected list
Contact unsubscribed
Triggers when a contact unsubscribes
New contact
Triggers when a new contact is added
Contact added to list
Triggers when a contact is added to the selected list
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Add contact to list
Creates a new contact and adds it to the selected list
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact by its email address or contact ID
Unsubscribe contact
Unsubscribes the selected contact from all emails
Delete contact
Deletes the selected 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 Autopilot?
Autopilot is visual marketing automation and customer journey software. This lets you capture leads, convert them into customers, and get valuable feedback.
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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