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Plumsail Documents + Agent 3000 Integrations

How to connect Plumsail Documents + Agent 3000

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Choose a Trigger
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Choose an Action
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Supported triggers and actions

What does this mean?
    • Process NameRequired

    Action
    Write
    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone Number

    • Street Address

    • Street Address 2

    • City

    • State

    • Zip Code

    • Country

    • Note

    • Source

    • Group

    • Auto Email

    • Auto SMS Text Message

    Action
    Write

How Plumsail Documents + Agent 3000 Integrations Work

  1. Step 1: Authenticate Plumsail Documents and Agent 3000.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Related categories

  • Documents
agent logo

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