Plumsail Documents + Apollo Integrations
How to connect Plumsail Documents + Apollo
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Account UpdatedTriggers when an existing Account is updated.Trigger- Contact UpdatedTriggers when an existing Contact is updated.Trigger
- New AccountTriggers when a new Account is created.Trigger
- New ContactTrigger
- Create AccountAn Account is a company that your team has added to Apollo.Action
- Create ContactA Contact is a person your team has added to Apollo.Action
- Apollo
Opportunities are records that you can use to track possible deals with your prospective customers.
Scheduled
Action
- Apollo
Creates a Task.
Scheduled
Action
- Apollo
Update an existing Account.
Scheduled
Action
- Apollo
Update an already existing Contact.
Scheduled
Action
- Apollo
Update an already existing Opportunity.
Scheduled
Action
- Apollo
Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
Scheduled
Action
- Apollo
Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
Scheduled
Action
How Plumsail Documents + Apollo Integrations Work
- Step 1: Authenticate Plumsail Documents and Apollo.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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