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Integrate Upsales with SimpleSign
Send information between Upsales and SimpleSign automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new contact is in SimpleSign each time a new contact is created in Upsales
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 Upsales.
How it works
- The flow triggers when a new contact is created in Upsales.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
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Create a new contact is in SimpleSign each time a new contact is created in Upsales
Upsales + SimpleSign
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Build your own integrations between Upsales and SimpleSign
Connect Upsales and SimpleSign with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Upsales and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Order created
Triggers when a new order is created
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Opportunity created
Triggers when a new opportunity is created
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Appointment created
Triggers when a new appointment is created
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Contact created
Triggers when a new contact is created
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Event created
Triggers when a new event is created
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Product created
Triggers when a new product is created
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Activity created
Triggers when a new activity is created
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User created
Triggers when a new user is created
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Company created
Triggers when a new company is created
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Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
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Create appointment
Creates a new appointment
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Create product
Creates a new product
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Create company
Creates a new company
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Create order
Creates a new order
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Create contact
Creates a new contact
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Create activity
Creates a new activity
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Add recipient
Adds a new recipient into your contact directory
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Send reminder
Sends a reminder to the specified recipients
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Update recipient
Updates the details of an existing recipient
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Fetch document
Fetches the details of an existing document
What is Upsales?
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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