Plumsail Documents + B2B Wave Integrations
How to connect Plumsail Documents + B2B Wave
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New Abandoned OrderTriggers when a new abandoned order is created.Trigger- New CustomerTriggers when a new customer is created.Trigger
- New OrderTriggers when a new order is created.Trigger
- New ProductTriggers when a new product is created.Trigger
- Create CustomerCreates a CustomerAction
- Create ProductCreates a ProductAction
- B2B Wave
Updates a Customer
Scheduled
Action
- B2B Wave
Updates the Order Integration Ref field
Scheduled
Action
- B2B Wave
Update the Order Shipping Tracking Number
Scheduled
Action
- B2B Wave
Updates the Order Status
Scheduled
Action
- B2B Wave
Updates a Product
Scheduled
Action
- B2B Wave
Finds a product by ID or Code and updates its Quantity
Scheduled
Action
- B2B Wave
Finds a Customer by various fields
Scheduled
Action
- B2B Wave
Finds an Order
Scheduled
Action
- B2B Wave
Finds a Product by ID or Code
Scheduled
Action
- B2B Wave
Finds a Customer by various fields
Scheduled
Action
- B2B Wave
Finds a Product by ID or Code
Scheduled
Action
How Plumsail Documents + B2B Wave Integrations Work
- Step 1: Authenticate Plumsail Documents and B2B Wave.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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