Plumsail Documents + Agillic Integrations

How to connect Plumsail Documents + Agillic

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Supported triggers and actions

What does this mean?

Process Finished
Trigger when a process finished.
Trigger
Instant
Start Process
Start the process and return generated document.
Action
Write
Achieve Event
Achieves an Agillic Event for a specific Recipient. The event achieved can have various side-effects, configured in your Agillic Instance.
Action
Write
Update or Create Recipient
Updates 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
Write
Find and Get Recipient
Query Agillic to see if the recipient exists, and return the available Person Data for that recipient if they do.
Action
Search

How Plumsail Documents + Agillic Integrations Work

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.

Connect apps

Connect Plumsail Documents + Agillic

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

About Agillic

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.

Related categories

Marketing Automation

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