Plumsail Documents + Accord Integrations
How to connect Plumsail Documents + Accord
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New Accord CreatedTriggers when a new accord is created.Trigger- New Accord MemberTriggers when a new contact is added to an accord.Trigger
- New EngagementsTriggers when there is a new engagement in your workspace.Trigger
- Create ResourceCreates a new Resource attached to an AccordAction
- Create Accord From PlaybookCreates an accord given a playbook idAction
- Find AccordFinds all steps and stages for an AccordAction
- Accord
Find comment by id
Scheduled
Action
How Plumsail Documents + Accord Integrations Work
- Step 1: Authenticate Plumsail Documents and Accord.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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About Accord
Accord is a customer collaboration platform that connects sellers and buyers.
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