Integrate EvaluAgent with SimpleSign
Send information between EvaluAgent 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 EvaluAgent
Ensure quick access to contact information across all platforms for enhanced engagement. This flow will log a new contact in SimpleSign whenever a new contact is created in EvaluAgent.
How it works
- The flow triggers when a new contact is created in EvaluAgent.
- 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 EvaluAgent
EvaluAgent + SimpleSign
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Supported triggers and actions
Integrate EvaluAgent and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Evaluation created
Triggers when a new evaluation is added
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create user
Adds a new user
Create contact
Creates a new contact
Update user
Updates the details of an existing user. It includes activating or deactivating the user by toggling the 'active' attribute.
Send reminder
Sends a reminder to the specified recipients
Add recipient
Adds a new recipient into your contact directory
Update recipient
Updates the details of an existing recipient
Fetch document
Fetches the details of an existing document
What is EvaluAgent?
EvaluAgent is a multi-channel quality assurance monitoring platform for customer service teams. It provides features such as customer surveys, evaluations, e-learning, reporting, and more.
Similar apps
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.
Similar apps
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.
Learn more >Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes.
Toto
Technical Engineer, Master Liveaboards
We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back.
Owain ap Rees
Director of Sales, Barings Law
Zoho Flow has streamlined our data management. We no longer have to worry about handwritten notes, transcription errors and data loss. It has eliminated the need to manually process data by ensuring it syncs automatically and in real time.
Karine McGraw
Deputy Director, Nexivo
