Plumsail Documents + Arbox Integrations
How to connect Plumsail Documents + Arbox
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New ClientTriggers when a new client is added to Arbox.Trigger- Lead Converted to ClientTriggers when a lead is converted to a new client.Trigger
- New LeadTriggers when a new lead is created in Arbox.Trigger
- Renew MembershipTriggers when a client renew or create membership.Trigger
- Create New LeadAdd new lead to ArboxAction
- Create New TaskAdd a new task to ArboxAction
- Arbox
Send a push message, SMS or email to a client via Arbox
Scheduled
Action
- Arbox
Send a message to a lead or few leads.
Scheduled
Action
- Arbox
Update lead status in Arbox
Scheduled
Action
- Arbox
Finds a client or lead in Arbox by email or user id
Scheduled
Action
How Plumsail Documents + Arbox Integrations Work
- Step 1: Authenticate Plumsail Documents and Arbox.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.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About Arbox
Arbox is a sleek and easy-to-use fitness management platform offering a suite of tools for gyms and fitness studios.
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