Start new processes in Plumsail Documents when form responses are completed in Copilot
Create a streamlined flow of information from your Copilot form responses to Plumsail Documents. As soon as a form in Copilot is completed, this workflow initiates a process in Plumsail Documents, eliminating the need for manual transfers. It offers an efficient solution to keep your documents updated with real-time data responses, thus saving time and minimizing manual errors.
Create a streamlined flow of information from your Copilot form responses to Plumsail Documents. As soon as a form in Copilot is completed, this workflow initiates a process in Plumsail Documents, eliminating the need for manual transfers. It offers an efficient solution to keep your documents updated with real-time data responses, thus saving time and minimizing manual errors.
- When this happens...Form Response Completed
Triggers when a form response has been completed by a recipient
- automatically do this!Start Process
Start the process and return generated document.
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