Plumsail Documents + Bizzow Integrations
How to connect Plumsail Documents + Bizzow
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New JobTriggers when a new job is created.Trigger- Scheduled Job Event CompletedTriggers when the status of a job event in your scheduler is marked as complete.Trigger
- Create/Update ClientCreates or update a client.Action
- Create/Update ContactCreates or updates a contact.Action
- Create JobCreates a new job.Action
- Find or Create ClientFind or Create ClientAction
How Plumsail Documents + Bizzow Integrations Work
- Step 1: Authenticate Plumsail Documents and Bizzow.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.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About Bizzow
Bizzow is a job & task management platform which offers you the flexibility to keep your existing processes and do things your way.
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