Plumsail Documents + Buying Buddy Integrations
How to connect Plumsail Documents + Buying Buddy
Zapier lets you send info between Plumsail Documents and Buying Buddy automatically—no code required.
When this happens...
automatically do this!
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New LeadTriggers when a new lead is created.Trigger- Add Email to Lead HistoryImport an email to the History for an existing lead in your Buying Buddy account.Action
- Create New LeadCreate a new lead in your Buying Buddy account.Action
- Add a Note to History for an Existing LeadAdd a Note to the Lead's history for an Existing Lead in the LACAction
How Plumsail Documents + Buying Buddy Integrations Work
- Step 1: Authenticate Plumsail Documents and Buying Buddy.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.
Related categories
About Buying Buddy
Buying Buddy is a real estate sales and marketing solution with IDX, lead capture and CRM for Agents and Teams.
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy