Integrate ConvergeHub with SimpleSign
Send information between ConvergeHub and SimpleSign automatically, without writing any code, using Zoho Flow.
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Add a new contact in SimpleSign whenever a new contact is added in ConvergeHub
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in SimpleSign each time a new contact is created in ConvergeHub.
How it works
- The flow triggers when new contact is created in ConvergeHub.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Add a new contact in SimpleSign whenever a new contact is added in ConvergeHub
ConvergeHub + SimpleSign
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Supported triggers and actions
Integrate ConvergeHub and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New account
Triggers when a new account is created
New target
Triggers when a new target is created
New lead
Triggers when a new lead is created
New contact
Triggers when new contact is created
New event
Triggers when a new event is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create target
Creates a new target
Create event
Creates a new event
Create contact
Creates a new contact
Create account
Creates a new account
Update lead
Updates the details of an existing lead
Fetch target
Fetches an existing target by ID
Fetch lead
Fetches an existing lead by ID
Fetch event
Fetches an existing event by ID
Fetch account
Fetches an existing account by ID
Fetch contact
Fetches an existing contact by ID
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 ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
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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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
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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Technical Engineer, Master Liveaboards
