Integrate Holded with SimpleSign
Send information between Holded 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 Holded
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 Holded.
How it works
- The flow triggers when a new contact is created in Holded.
- 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 Holded
Holded + SimpleSign
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Supported triggers and actions
Integrate Holded and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Service created
Triggers when a new service is created
Payment created
Triggers when a new payment is created
Product created
Triggers when a new product is created
Contact created
Triggers when a new contact is created
Warehouse created
Triggers when a new warehouse is created
Contact group created
Triggers when a new contact group is created
Employee created
Triggers when a new employee is created
Sales channel created
Triggers when a new sales channel is created
Project created
Triggers when a new project is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create service
Creates a new service
Create project
Creates a new project
Create payment
Creates a new payment
Create employee
Creates a new employee
Create task
Creates a new task
Create product
Creates a new product
Create contact group
Creates a new contact group
Create sales channel
Creates a new sales channel
Create document
Creates a new document
Create warehouse
Creates a new warehouse
Create contact
Creates a new contact
Update warehouse
Updates the details of an existing warehouse
Update service
Updates the details of an existing service
Update contact
Updates the details of an existing contact
Update sales channel
Updates the details of an existing sales channel
Update employee
Updates the details of an existing employee
Update contact group
Updates the details of an existing contact group
Update document
Updates the details of an existing document
Update project
Updates the details of an existing project
Fetch warehouse
Fetches the details of an existing warehouse using ID
Fetch employee
Fetches the details of an existing employee using ID
Fetch payment
Fetches the details of an existing payment using ID
Fetch sales channel
Fetches the details of an existing sales channel using ID
Fetch service
Fetches the details of an existing service using ID
Fetch product
Fetches the details of an existing product using ID
Fetch contact group
Fetches the details of an existing contact group using ID
Fetch document
Fetches the details of an existing document using ID
Fetch project
Fetches the details of an existing project using ID
Fetch task
Fetches the details of an existing task using ID
Fetch contact
Fetches the details of an existing contact using 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 Holded?
Holded is the all-in-one business management software that lets you automate your accounting, manage your CRM and projects, interact with your clients, and more.
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.
Similar apps
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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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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