Plumsail Documents + Acquire Integrations
How to connect Plumsail Documents + Acquire
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Close CaseTriggers when a case closed.Trigger- Contact UpdateTrigger when a contact fields is updated.Trigger
- Feedback RatingTriggers when a new Chat feedback is available.Trigger
- New CaseTriggers when a new case is available.Trigger
- New CompanyTriggers when a new company is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- Acquire
Create Case in Acquire.
Scheduled
Action
- Acquire
Create Company in Acquire.
Scheduled
Action
- Acquire
Create Contact in Acquire.
Scheduled
Action
- Acquire
Update an existing Case Fields.
Scheduled
Action
- Acquire
Update an existing Company Fields.
Scheduled
Action
- Acquire
Update an existing Contact Fields.
Scheduled
Action
How Plumsail Documents + Acquire Integrations Work
- Step 1: Authenticate Plumsail Documents and Acquire.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 Acquire
Acquire is a customer communication platform. We help users bridge gaps between customers and sales and support teams to empower all involved.
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