Plumsail Documents + 6clicks Integrations
How to connect Plumsail Documents + 6clicks
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New Issue or IncidentTriggers when a new issue or incident is created.Trigger- New Issue ActionTriggers when a new issue action is created.Trigger
- New RiskTriggers when a new risk is created.Trigger
- Updated Issue or IncidentTriggers when an issue or incident is updated.Trigger
- Updated Issue ActionTriggers when issue action is updated.Trigger
- Updated RiskTriggers when a risk is updated.Trigger
- 6clicks
Creates a new issue or incident
Scheduled
Action
- 6clicks
Creates a new issue action
Scheduled
Action
- 6clicks
Creates a new record in a custom register
Scheduled
Action
- 6clicks
Update an issue action
Scheduled
Action
How Plumsail Documents + 6clicks Integrations Work
- Step 1: Authenticate Plumsail Documents and 6clicks.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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