Integrate Productive with SimpleSign
Send information between Productive 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 Productive
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 Productive.
How it works
- The flow triggers when a new contact is added in Productive.
- 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 Productive
Productive + SimpleSign
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Supported triggers and actions
Integrate Productive and SimpleSign using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created
Contract created
Triggers when a new contract is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is added
Booking created
Triggers when a new booking is created
Document updated
Triggers when a document is sent, signed, or rejected
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create contact
Creates a new contact
Create task
Creates a new task
Create deal
Creates a new deal
Create contract
Creates a new contract
Create booking
Creates a new booking
Update contact
Updates the details of an existing contact
Update contract
Updates the details of an existing contract
Update deal
Updates the details of an existing deal
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Update booking
Updates the details of an existing booking
Fetch company
Fetches the details of an existing company using name
Fetch project
Fetches the details of an existing project using project ID
Fetch contact
Fetches the details of an existing contact using ID
Fetch contract
Fetches the details of an existing contract using ID
Fetch booking
Fetches the details of an existing booking using ID
Fetch task
Fetches the details of an existing task using task ID
Fetch people
Fetches the details of the specified people
Fetch deal
Fetches the details of an existing deal using ID
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 Productive?
Productive is a project management tool that includes everything you need to run a profitable agency
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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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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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