LeadConnector + Plumsail Documents
Start process in Plumsail Documents when pipeline stages change in LeadConnector
Speed up your document processing with this efficient workflow. When a change is detected in a Pipeline Stage within the LeadConnector app, this initiates a Start Process execution in the Plumsail Documents app. It's a fantastic way to ensure quicker response times and enhance lead management. Enjoy seamless transitions between apps and keep your documentation process running smoothly with this practical automation.
Speed up your document processing with this efficient workflow. When a change is detected in a Pipeline Stage within the LeadConnector app, this initiates a Start Process execution in the Plumsail Documents app. It's a fantastic way to ensure quicker response times and enhance lead management. Enjoy seamless transitions between apps and keep your documentation process running smoothly with this practical automation.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Start Process
Start the process and return generated document.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
Process NameRequired
Try It
