How to connect Plumsail Documents + Atom
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Create / Update ClientCreates or Updates a Client based on phone numberAction
- Send Whatsapp Message (Not Official)sends a messageAction
- Send Template MessageSends a template message to a phone numberAction
- Select Disposition Code for a ConversationSelects a Disposition Code for a ConversationAction
How Plumsail Documents + Atom Integrations Work
- Step 1: Authenticate Plumsail Documents and Atom.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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