How to connect Plumsail Documents + 97Display
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New LeadTriggers when 97 Display CRM has new lead, 97 Display sends you all new leads.Trigger
- Create LeadCreates a lead in the 97 Display CRM.Action
- Step 1: Authenticate Plumsail Documents and 97Display.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.