How to connect Plumsail Documents + AI-FM
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New CustomerTriggers when a new support Customer is created.Trigger
- New Customer Service LocationTriggers when a new support customer service location is created.Trigger
- New InvoiceTriggers when a new support invoice is created.Trigger
- New JobTriggers when a new job is created.Trigger
- New WorkerTriggers when a new support worker is created.Trigger
- Create CustomerCreates a Customer.Action
Creates a new Job.
Creates a Worker.
- Step 1: Authenticate Plumsail Documents and AI-FM.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.