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  • Agillic logoAgillic logo

Plumsail Documents + Agillic Integrations

How to connect Plumsail Documents + Agillic

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  • Plumsail Documents triggers, actions, and search
    Process Finished
    Trigger when a process finished.
    Trigger
    Instant
  • Plumsail Documents triggers, actions, and search
    Start Process
    Start the process and return generated document.
    Action
    Write
  • Agillic triggers, actions, and search
    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
  • Agillic triggers, actions, and search
    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
  • Agillic triggers, actions, and search
    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

  1. Step 1: Authenticate Plumsail Documents and Agillic.
    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.

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agillic logo
agillic logo

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.

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