Plumsail Documents + AgentFire Integrations
How to connect Plumsail Documents + AgentFire
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Process NameRequired
Try It
Lead Assigned to Agent/Office
Triggers when an existing lead is re-assigned to another Agent/Office.
Try ItNew Lead
Triggers when a new lead is captured in Lead Manager.
Try ItPage View
Triggers when a page view event is recorded in Lead Manager.
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Process NameRequired
Lead Marked as Hot
Triggers when an existing lead is marked as Hot in Lead Manager.
Try ItNotes Added to Lead
Triggers when notes are added to an existing lead in Lead Manager.
Try ItLead Type
First Name
Last Name
Phone
Email
Street Address
City
State
Zip Code
Country
Other
Tags
Notes
Hot
Source ID
Source URL
Agent ID
Office ID
Meta
How Plumsail Documents + AgentFire Integrations Work
- Step 1: Authenticate Plumsail Documents and AgentFire.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 AgentFire
AgentFire is a revolutionary real estate website and marketing platform that helps agents maximize digital opportunities.
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