Plumsail Documents + BoardCRM Integrations
How to connect Plumsail Documents + BoardCRM
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Add Comment to DealTriggers when a new comment is added to a deal.Trigger- Add Tag to DealTriggers when a new tag is added to a deal.Trigger
- Expired Deal DeadlineTriggers when a deal deadline is expired.Trigger
- Lost DealTriggers when a deal is failed.Trigger
- New DealTriggers when a new deal is created.Trigger
- Set Deal DeadlineTriggers when a deal deadline is changed.Trigger
- BoardCRM
Triggers when a deal deadline is successful.
Scheduled
Trigger
- BoardCRM
Triggers when a deal is updated.
Scheduled
Trigger
- BoardCRM
Triggers when a deal status is updated.
Scheduled
Trigger
- BoardCRM
Triggers when a deal is successful.
Scheduled
Trigger
- BoardCRM
Adds a Comment to a Deal.
Scheduled
Action
- BoardCRM
Adds a Tag to a Deal.
Scheduled
Action
- BoardCRM
Creates a new Deal
Scheduled
Action
- BoardCRM
Sets Deal Deadline
Scheduled
Action
- BoardCRM
Changes a Deal Status.
Scheduled
Action
- BoardCRM
Updates a Deal Data
Scheduled
Action
How Plumsail Documents + BoardCRM Integrations Work
- Step 1: Authenticate Plumsail Documents and BoardCRM.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 BoardCRM
Fresh and user-friendly CRM system of next-generation for effective small and medium-sized businesses: deal stats, sales pipeline, customer base (leads), form builder for collecting leads.
Related categories
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