Plumsail Documents + Albi Integrations
How to connect Plumsail Documents + Albi
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Contact Status ChangeTriggers when a contact status is changed.Trigger- New ContactTriggers when a new contact is created.Trigger
- New OrganizationTriggers when a new organization is created.Trigger
- New ProjectTriggers when a new project is created.Trigger
- New Relationship ActivityTriggers when a new relationship activity is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Albi
Triggers when a organization is status is changed.
Scheduled
Trigger
- Albi
Triggers when a project status is changed.
Scheduled
Trigger
- Albi
Changes the status of the contact.
Scheduled
Action
- Albi
Changes the organization status.
Scheduled
Action
- Albi
Creates a Contact
Scheduled
Action
- Albi
Creates an Organization
Scheduled
Action
- Albi
Created a Project Note
Scheduled
Action
- Albi
Creates a Tasks
Scheduled
Action
- Albi
Creates a new activity for a organization or a contact.
Scheduled
Action
- Albi
Gets all the project dates.
Scheduled
Action
- Albi
Get the current status of the project
Scheduled
Action
How Plumsail Documents + Albi Integrations Work
- Step 1: Authenticate Plumsail Documents and Albi.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.
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