Integrate FluentCRM with SimpleSign

Send information between FluentCRM and SimpleSign automatically, without writing any code, using Zoho Flow.

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Create a new contact is in SimpleSign each time a new contact is created in FluentCRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in SimpleSign each time a new contact is created in FluentCRM.

How it works
  1. The flow triggers when a new contact is created in FluentCRM.
  2. 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 FluentCRM

FluentCRM + SimpleSign

Build your own integrations between FluentCRM and SimpleSign

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Supported triggers and actions

Integrate FluentCRM and SimpleSign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Contact updated

Triggers when a new contact is updated

Document updated

Triggers when a document is sent, signed, or rejected

All Actions - Actions are the automated tasks

Create list

Creates a new list

Create contact

Creates a new contact

Create tag

Creates a new tag

Update contact

Updates the details of the specified contact

Fetch contact

Fetches the details of an existing contact using ID

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 FluentCRM?

FluentCRM is a WordPress email marketing automation plugin that lets users create email campaigns, automate email sequencing, manage leads and customers, and monitor user activities.

CRM WordPress Plugins

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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

Toto

Technical Engineer, Master Liveaboards

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