Create integrations between Plumsail Documents and AssessTEAM to automate any workflow
WHEN THIS HAPPENS
Process Finished
AUTOMATICALLY DO THIS
Get Teams ReportEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect Plumsail Documents and AssessTEAM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Process NameRequired
Try ItFirst NameRequired
Last NameRequired
Person CodeRequired
Date Of Joining
Email Address
Contact Number
User Permissions
Peer Group
Team
Job Title
Evaluators
Person CodeRequired
From DateRequired
To DateRequired
Result Area
Display
Project Name
Team Name
Person Name
Peer Reviews
Upward Reviews
Self Reviews
Downward Reviews
Customer Satisfaction
Process NameRequired
Project NameRequired
Person CodeRequired
Time ByRequired
DateRequired
HoursRequired
Comments
From DateRequired
To DateRequired
Project Name
Team Name
Person Name
Person Tag
Peer Reviews
Upward Reviews
Self Reviews
Downward Reviews
Customer Satisfaction
From DateRequired
To DateRequired
Display
Project Name
Team Name
Person Name
Peer Reviews
Upward Reviews
Self Reviews
Downward Reviews
Customer Satisfaction
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Related categories
About AssessTEAM
AssessTEAM is a cloud-based performance management & productivity analysis software. We deliver traditional annual reviews, 360-degree feedback, real-time reviews, continuous feedback, project performance evaluation and team profitability analysis.