How to connect Plumsail Documents + Agillic
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Achieve EventAchieves an Agillic Event for a specific Recipient. The event achieved can have various side-effects, configured in your Agillic Instance.Action
- Update or Create RecipientUpdates a Recipient in your Agillic Instance for the data fields present. If the Recipient does not exist with the unique identifier provided, one will be created.Action
- Find and Get RecipientQuery Agillic to see if the recipient exists, and return the available Person Data for that recipient if they do.Action
- Step 1: Authenticate Plumsail Documents and Agillic.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.
Agillic is a native customer marketing platform enabling brands to connect with audiences across channels through data-driven communication at scale. With Agillic you can take advantage of personalisation, automation, AI and omnichannel marketing capabilities from a single interface to create and retain valuable relationships throughout the customer lifecycle.