How to connect Plumsail Documents + 3veta
Zapier lets you send info between Plumsail Documents and 3veta automatically—no code required.
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- 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
Finds a Meeting
- 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.