How to connect Plumsail Documents + Adminja
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Completed TaskTriggers when a Task is completed.Trigger
- New InvoiceTriggers when a new Invoice is saved in Adminja.Trigger
- New LeadTriggers when a new Lead is added to your Leadboard.Trigger
- New PaymentTriggers when a payment is applied to an invoice.Trigger
- New TaskTriggers when a new task is created on a workspace that you own.Trigger
- New Time EntryTriggers when new Time Entries are logged.Trigger
- Adminja
Triggers when a New Workspace is created in your account.
Scheduled
Trigger
- Adminja
Log a payment against an invoice.
Scheduled
Action
- Adminja
Logs a Time entry on the Workspace and/or Task specified
Scheduled
Action
- Adminja
Create a new sales lead on your Adminja Leadsboard
Scheduled
Action
- Adminja
Creates a new Task in Adminja
Scheduled
Action
- Adminja
Send a notification to one of your team members
Scheduled
Action
How Plumsail Documents + Adminja Integrations Work
- Step 1: Authenticate Plumsail Documents and Adminja.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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