Integrate LiveAgent with SimpleSign
Send information between LiveAgent and SimpleSign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new contact in SimpleSign whenever a new contact is created in LiveAgent
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in SimpleSign whenever a new contact is created in LiveAgent.
How it works
- The flow triggers when a new contact is created in LiveAgent.
- 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 LiveAgent
LiveAgent + SimpleSign
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Supported triggers and actions
Integrate LiveAgent and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Ticket created
Triggers when a new ticket is created
Company created
Triggers when a new company is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Add contact to group
Adds a contact to the selected group
Create ticket
Creates a new ticket
Create company
Creates a new company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Remove contact from group
Removes a contact from the selected group
Update ticket
Updates the details of an existing ticket
Update company
Updates the details of an existing company
Fetch ticket
Fetches the details of an existing ticket by ID or subject
Fetch contact
Fetches the details of an existing contact by ID, first name, last name, or email address
Fetch company
Fetches the details of an existing company by ID, name, or email address
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 LiveAgent?
LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.
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 >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
