How to connect Plumsail Documents + 3veta
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New BookingTriggers when a customer books one of your services.Trigger
- New CustomerTriggers when a customer joins a your meeting.Trigger
- New MeetingTriggers when provider creates a new meeting.Trigger
- New TransactionTriggers when a customers pays for a meeting, bookable service or payment link.Trigger
- Update MeetingTriggers when a meeting is rescheduled to a different start and end dates.Trigger
- Find CustomerFinds a CustomerAction
- 3veta
Finds a Meeting
Scheduled
Action
How Plumsail Documents + 3veta Integrations Work
- Step 1: Authenticate Plumsail Documents and 3veta.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.
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