Integrate Contactually with SimpleSign
Send information between Contactually 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 Contactually
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 Contactually.
How it works
- The flow triggers when a new contact is created in Contactually.
- 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 Contactually
Contactually + SimpleSign
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Supported triggers and actions
Integrate Contactually and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New bucketed contact
Triggers when a contact is added to the selected bucket
New contact
Triggers when a new contact is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create or update contact
Creates or updates the details of a contact
Create task
Creates a new task
Create interaction
Creates a new interaction with a contact
Fetch bucket
Fetches the details of an existing bucket
Fetch contact
Fetches a contact by email
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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