Plumsail Documents + 21RISK Integrations
How to connect Plumsail Documents + 21RISK
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New ActionTriggers when a new action is created. In 21RISK we also refer to actions and corrective actions, and they are automatically created when a risk-model category is non-compliant in an audit.Trigger- New AuditTriggers when a new audit is created.Trigger
- New UserTriggers when a new user (or member as we call them in 21RISK) is created.Trigger
How Plumsail Documents + 21RISK Integrations Work
- Step 1: Authenticate Plumsail Documents and 21RISK.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About 21RISK
21RISK is risk management, reinvented. Use our web-platform to perform audits, and improve safety.
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