Plumsail Documents + Brex Partner Referrals Integrations
How to connect Plumsail Documents + Brex Partner Referrals
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New ReferralTriggers when a new referral is created.Trigger- Referral Status UpdateTriggers when the referral status changes.Trigger
- Create ReferralCreates a new referral.Action
- Upload DocumentUpload a new document.Action
How Plumsail Documents + Brex Partner Referrals Integrations Work
- Step 1: Authenticate Plumsail Documents and Brex Partner Referrals.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 Brex Partner Referrals
The Brex Partner Referrals app offers a no-code solution for partners to access Brex's onboarding API.
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