How to connect Plumsail Documents + Boast
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Contact CreatedTriggers when a new contact is created in Boast.Trigger
- Contact DeletedTriggers when a contact is deleted in Boast.Trigger
- Contact UpdatedTriggers when a new contact is updated in Boast.Trigger
- Response DeletedTriggers when a form response is deleted in Boast.Trigger
- Response PublishedTriggers when a response is published.Trigger
- Response Status ChangedTriggers when a form response changes status in Boast.Trigger
- Boast
Triggers when a new response is submitted to Boast.
Instant
Trigger
- Boast
Creates a contact in Boast
Scheduled
Action
- Boast
Finds or creates a contact in Boast
Scheduled
Action
- Boast
Remove contact from sequence in Boast. Contacts can be located by ID, email, mobile phone or created.
Scheduled
Action
- Boast
Enroll a contact in a sequence. Contacts can be located by ID, email, mobile phone or created.
Scheduled
Action
- Boast
Remove contact from all sequences in your Boast account
Scheduled
Action
- Boast
Finds a contact based on email.
Scheduled
Action
How Plumsail Documents + Boast Integrations Work
- Step 1: Authenticate Plumsail Documents and Boast.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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