Plumsail Documents + Breeze Integrations
How to connect Plumsail Documents + Breeze
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Task MovedTriggers when a task is moved to another list.Trigger- Task Status UpdatedTriggers when a task's status is updated.Trigger
- Tag Added to TaskTriggers when a tag is added to a task.Trigger
- New TaskTriggers when a new task is created.Trigger
- New FileTriggers when a new file is added.Trigger
- New ProjectTriggers when a new project is created.Trigger
- Breeze
Triggers when a project is renamed.
Scheduled
Trigger
- Breeze
Creates a new project.
Scheduled
Action
- Breeze
Creates a new project task.
Scheduled
Action
- Breeze
Finds a project by name.
Scheduled
Action
How Plumsail Documents + Breeze Integrations Work
- Step 1: Authenticate Plumsail Documents and Breeze.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 Breeze
Breeze is a simple project management tool that enables teams to plan, track and organize their work.
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