How to connect Plumsail Documents + Apparound
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Triggers when a new quote is created (once you click next on the summary page).Try ItTriggerInstant
Price List CodeRequired
Changed Quote Status
Triggers when the status of a quote is changed.Try ItTriggerInstant
Alternative Name On Quote Pdf
Use Additional Image As Product Info
- Step 1: Authenticate Plumsail Documents and Apparound.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.