Plumsail Documents + Basix Integrations
How to connect Plumsail Documents + Basix
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New ContactTriggers when a new contact is created.Trigger- New NoteTriggers when a new note is added.Trigger
- New Pipeline StageTriggers when a new Pipeline Stage is added to a contact.Trigger
- New Remove Contact (Not the Right Person)Triggers when a New Remove Contact (Not the Right Person) is marked.Trigger
- New UnsubscribeTriggers when a new unsubscribe happens.Trigger
- Updated ContactTriggers when a contact is updated.Trigger
- Basix
Adds Email Click Event.
Scheduled
Action
- Basix
Adds Email Open Event.
Scheduled
Action
- Basix
Adds Lead Event (External Leads).
Scheduled
Action
- Basix
Lead Unsubscribes.
Scheduled
Action
- Basix
Assigns contact to a territory.
Scheduled
Action
- Basix
Cancel the meeting.
Scheduled
Action
- Basix
Creates a contact.
Scheduled
Action
- Basix
Creates a Meeting.
Scheduled
Action
- Basix
This loads real-time leads(a type of external lead)
Scheduled
Action
- Basix
Removes Contact (Not the Right Person).
Scheduled
Action
- Basix
Transfers a Contact to Another Sales User.
Scheduled
Action
- Basix
Transfers a contact to another territory.
Scheduled
Action
- Basix
Updates a Contact
Scheduled
Action
- Basix
Update an Existing Meeting.
Scheduled
Action
- Basix
Finds Account ID for a Contact
Scheduled
Action
- Basix
Finds a Contact ID
Scheduled
Action
- Basix
Finds External Lead Type ID
Scheduled
Action
- Basix
Finds Sales User ID
Scheduled
Action
- Basix
Finds Territory ID
Scheduled
Action
How Plumsail Documents + Basix Integrations Work
- Step 1: Authenticate Plumsail Documents and Basix.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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