How to connect Plumsail Documents + Act!
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Triggers when a new contact is created.Try ItTriggerScheduled
Triggers when a new opportunity is created.Try ItTriggerScheduled
Triggers when a Contact is updated.Try ItTriggerScheduled
Estimated Close DateRequired
Actual Close Date
- 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.