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Connect Plumsail Documents to Brivity and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Plumsail Documents with Brivity - no code necessary. See how you can get setup in minutes.

Select a trigger from Plumsail Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Plumsail Documents, a trigger could be "Process Finished."
A trigger is the event that kicks off your automated workflow.

Setup an action from Brivity

An action is what takes place after the automation is triggered. For example, with Brivity, the action could be "Create Lead."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Plumsail Documents to Brivity

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Triggers and actions are the main components of every automated workflow.

Connect Plumsail Documents and Brivity to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Plumsail Documents and Brivity to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Learn how to automate Plumsail Documents on the Zapier blog.

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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 Brivity
Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
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