Integrate OnePageCRM with SimpleSign

Send information between OnePageCRM and SimpleSign automatically, without writing any code, using Zoho Flow.

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Generate a new contact in SimpleSign each time a new contact is created in OnePageCRM

Accurate contact details enable your sales team to deliver timely and personalized communication to users. This flow create a new contact is in SimpleSign each time a new contact is created in OnePageCRM.

How it works
  1. The flow triggers when a new contact is created in OnePageCRM.
  2. Zoho Flow adds a new recipient into your contact directory in SimpleSign.
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Generate a new contact in SimpleSign each time a new contact is created in OnePageCRM

OnePageCRM + SimpleSign

Build your own integrations between OnePageCRM and SimpleSign

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Supported triggers and actions

Integrate OnePageCRM and SimpleSign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

Deal won

Triggers when a deal is won

Document updated

Triggers when a document is sent, signed, or rejected

All Actions - Actions are the automated tasks

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

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 OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

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

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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