• Plumsail Documents logoPlumsail Documents logo
  • Billage logoBillage logo

Plumsail Documents + Billage Integrations

How to connect Plumsail Documents + Billage

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  • Plumsail Documents triggers, actions, and search
    Process Finished
    Trigger when a process finished.
    Trigger
    Instant
  • Plumsail Documents triggers, actions, and search
    Start Process
    Start the process and return generated document.
    Action
    Write
  • Billage triggers, actions, and search
    Create Account
    Creates a new account.
    Action
    Write
  • Billage triggers, actions, and search
    Create Activity
    Creates a new Activity.
    Action
    Write
  • Billage triggers, actions, and search
    Create Contact
    Creates a new contact in an account.
    Action
    Write
  • Billage triggers, actions, and search
    Create Lead
    Creates a new lead.
    Action
    Write

How Plumsail Documents + Billage Integrations Work

  1. Step 1: Authenticate Plumsail Documents and Billage.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

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

billage logo
billage logo

About Billage

Billage is the management software for SMEs and freelancers that unifies billing, CRM and task and project management.

Related categories

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