Plumsail Documents + Act! Integrations
How to connect Plumsail Documents + Act!
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New Contact
Triggers when a new contact is created.
Try ItNew Opportunity
Triggers when a new opportunity is created.
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Private
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Contact Updated
Triggers when a Contact is updated.
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Regarding
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Is Private
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ContactRequired
Estimated Close DateRequired
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How Plumsail Documents + Act! Integrations Work
- Step 1: Authenticate Plumsail Documents and Act!.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.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About Act!
Collaborate with your team to stay up-to-date on the latest contacts and automate best practice sales processes.
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