Integrate Gro CRM with SimpleSign
Send information between Gro CRM and SimpleSign automatically, without writing any code, using Zoho Flow.
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Add a new contact in SimpleSign whenever a new contact is added in Gro CRM
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will generate a new contact in SimpleSign each time a new contact is created in Gro CRM.
How it works
- The flow triggers when a new contact is created in Gro CRM.
- Zoho Flow adds a new recipient into your contact directory in SimpleSign.
Add a new contact in SimpleSign whenever a new contact is added in Gro CRM
Gro CRM + SimpleSign
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Supported triggers and actions
Integrate Gro CRM and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New deal
Triggers when a new deal is created
New user
Triggers when a new user is added
New task
Triggers when a new task is created
New contact
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 contact
Creates a new contact
Create account
Creates a new account
Fetch contact type
Fetches the details of an existing contact type by name
Fetch currency
Fetches the details of a currency by name
Fetch country
Fetches the details of a country by name
Fetch contact
Fetches the details of an existing contact by email or name
Fetch time zone
Fetches the details of a time zone by name
Fetch user
Fetches the details of an existing user by email
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 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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