Integrate Jetpack CRM with SimpleSign

Send information between Jetpack CRM 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 Jetpack CRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow will add a new contact in SimpleSign whenever a new contact is added in Jetpack CRM.

How it works
  1. The flow triggers when a new contact is created in Jetpack CRM.
  2. Zoho Flow adds a new recipient into your contact directory in SimpleSign.
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Create a new contact in SimpleSign whenever a new contact is created in Jetpack CRM

Jetpack CRM + SimpleSign

Build your own integrations between Jetpack CRM and SimpleSign

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Supported triggers and actions

Integrate Jetpack CRM and SimpleSign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Transaction created

Triggers when a new transaction is created

Contact updated

Triggers when the details of an existing contact is updated

Company created

Triggers when a new company is created

Contact status updated

Triggers when the status of an existing contact is updated

Invoice updated

Triggers when the details of an existing invoice is updated

Quote accepted

Triggers when an existing quote is accepted

Quote created

Triggers when a new quote is created

Invoice created

Triggers when a new invoice is created

Document updated

Triggers when a document is sent, signed, or rejected

All Actions - Actions are the automated tasks

Add or update contact

Adds a new contact or updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch quote

Fetches the details of an existing quote

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 Jetpack CRM?

Jetpack CRM is a CRM WordPress plugin that can help users manage leads, customers, email marketing, invoices, billings, and more.

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.

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

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Director, Perth Security Services

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

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Technical Engineer, Master Liveaboards

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