Integrate Kylas with SimpleSign

Send information between Kylas 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 Kylas

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 Kylas.

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

Kylas + SimpleSign

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Supported triggers and actions

Integrate Kylas and SimpleSign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Company created

Triggers when a new company is created

Call logs created or updated

Triggers when a call log is created or updated

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Contact updated

Triggers when the details of an existing contact are updated

Deal created or updated

Triggers when a deal is created or updated

Deal updated

Triggers when the details of an existing deal are updated

Lead created

Triggers when a new lead is created

Task updated

Triggers when the details of an existing task are updated

Task created

Triggers when a new task is created

Company created or updated

Triggers when a company is created or updated

Task created or updated

Triggers when a task is created or updated

Lead updated

Triggers when the details of an existing lead are updated

Contact created or updated

Triggers when a contact is created or updated

Lead created or updated

Triggers when a lead is created or updated

Deal created

Triggers when a new deal is created

Document updated

Triggers when a document is sent, signed, or rejected

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create company

Creates a new company

Create product or service

Creates a new product or service

Create deal

Creates a new deal

Create lead

Creates a new lead

Create task

Creates a new task

Update company

Updates the details of an existing company

Update lead

Updates the details of an existing lead

Update product or service

Updates the details of an existing product or service

Close deal

Closes the specified deal

Close lead

Close the specified lead

Update task

Updates the details of an existing task

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Fetch task

Fetches the details of an existing task using ID

Fetch contact

Fetches the details of an existing contact using ID

Fetch deal

Fetches the details of an existing deal using ID

Fetch lead

Fetches the details of an existing lead using ID

Fetch company

Fetches the details of an existing company using ID

Fetch product or service

Fetches the details of an existing product or service 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 Kylas?

Kylas is an intuitive CRM solution for growing businesses that helps you identify the right sales opportunities and supports your sales efforts to increase your chances of success.

CRM

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

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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.

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