How to connect Plumsail Documents + AssessTEAM
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Add PersonThis action is used to add a new person.Action
- Add TimesheetThis action is used to add a new timesheet.Action
- Delete PersonThis action is used to delete an existing person.Action
- Get Evaluations ReportThis action is used to get evaluations report based on your selected criteria.Action
- Get Performance Indicators ReportThis action is used to get performance indicators report based on your selected criteria.Action
- Get Persons ReportThis action is used to get persons report based on your selected criteria.Action
- AssessTEAM
This action is used to get result areas report based on your selected criteria.
Scheduled
Action
- AssessTEAM
This action is used to get teams report based on your selected criteria.
Scheduled
Action
- AssessTEAM
This action is used to update an existing person.
Scheduled
Action
How Plumsail Documents + AssessTEAM Integrations Work
- Step 1: Authenticate Plumsail Documents and AssessTEAM.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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