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.
- 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
- 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.