Plumsail Documents + Brivity Integrations

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Supported triggers and actions

What does this mean?
    • Process NameRequired

    • Primary Agent ID

      Brivity's stored internal id of the primary agent. This is used for overriding the default setting that makes the primary agent the account owner.

      This field is currently only for advanced users, or users comfortable using API endpoints to retrieve data.

      This ID will be returned with a GET request to https://secure.brivity.com/api/v2/roster, supplying the following headers in the request (and replace the API key placeholder with your API key:

      Content-Type: application/json
      Authorization: Token token={{API_KEY}}
      Accept: application/json; charset=utf-8


    • Lead Intent

      Specify whether the Lead is interested in Selling or Buying a home.

    • First Name

    • Last Name

    • Email Address

    • Phone Number

    • Company

    • Job Title

      Job Title.

    • Street Address

      This is the first line of the address that will be associated with the lead. For example, a valid field might say '123 Main Street'.

    • City

      The city that a lead resides in (associated with the street address). Brivity will try to select the appropriate city based on Locale, Postal code, and Street address if those fields are supplied.

      If the city returned differs from what was supplied in this request, Brivity overrode the city because it found a more appropriate match for the address.

    • Locality

      The locality to be saved with a lead's address. In the United States and Canada, this is a standard two letter state/province abbreviation.

    • Postal Code

      The postal code associated with a lead's address.

    • Country

      The country for the address to be associated with the lead. For example, 'USA' is a valid field for leads created who have an address in the United States.

    • Source

      The source name of the integration.

    • Description

      An optional description of the lead.

    • Tags

      Comma delimited set of tags. e.g. Client, Sphere of influence, Friend of family.


How to connect Plumsail Documents + Brivity

  1. Step 1: Authenticate Plumsail Documents and Brivity.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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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.
Learn more

Related categories

  • Documents
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About Brivity

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

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