How to connect Plumsail Documents + Arbox
Zapier lets you send info between Plumsail Documents and Arbox automatically—no code required.
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- 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
Send a push message, SMS or email to a client via Arbox
Send a message to a lead or few leads.
Update lead status in Arbox
Finds a client or lead in Arbox by email or user id
- 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.