Create integrations between Plumsail Documents and AgentFire to automate any workflow
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.Try ItTriggerInstant
Triggers when a new lead is captured in Lead Manager.Try ItTriggerInstant
Triggers when a page view event is recorded in Lead Manager.Try ItTriggerInstant
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in Lead Manager.Try ItTriggerInstant
Notes Added to Lead
Triggers when notes are added to an existing lead in Lead Manager.Try ItTriggerInstant