Integrate LiveAgent with SimpleSign
Send information between LiveAgent 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 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
Company created
Triggers when a new company is created
Ticket created
Triggers when a new ticket is created
Contact created
Triggers when a new contact is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Add contact to group
Adds a contact to the selected group
Create company
Creates a new company
Create contact
Creates a new contact
Update ticket
Updates the details of an existing ticket
Remove contact from group
Removes a contact from the selected group
Update company
Updates the details of an existing company
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact by ID, first name, last name, or email address
Fetch ticket
Fetches the details of an existing ticket by ID or subject
Fetch company
Fetches the details of an existing company by ID, name, or email address
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 LiveAgent?
LiveAgent is help desk software with gamification and analytics overview. You can manage tickets, calls, portals, and chat easily.
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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Webhook triggers
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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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Toto
Technical Engineer, Master Liveaboards
