How to connect Plumsail Documents + AIRe Link
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Assistant Call DisjoinTriggers when a assistant disjoin from the call.Trigger
- Assistant Call JoinTriggers when a assistant join to the call.Trigger
- Call EndedTriggers when a assistant and client disjoin from the call.Trigger
- Client Call DisjoinTriggers when a client disjoin from the call.Trigger
- Client Call JoinTriggers when a client join to the call.Trigger
- Create SessionCreates a Session.Action
- Step 1: Authenticate Plumsail Documents and AIRe Link.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.