Plumsail Documents + Call Assist Integrations
How to connect Plumsail Documents + Call Assist
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Process NameRequired
Try ItCall Result
Lead Result
Team
Try ItExternal Id
Lead's Phone Number
Type Instructions
Call TypeRequired
Scheduled TimeRequired
TeamRequired
instructions_phone
External Id
Lead Phone
Caller IDRequired
First Name
Last Name
Source
Lead Owner
Email
Company
Category
Comments
Tags
Process NameRequired
Updated Field
Try ItType Instructions
Call TypeRequired
TeamRequired
instructions_phone
External Id
Lead Phone
Caller IDRequired
First Name
Last Name
Source
Lead Owner
Email
Company
Category
Comments
Tags
External Id
Phone Number
Status
Result
First Name
Last Name
Email
Owner
Team
Company
Category
Comments
Tags
Stop Calls
How Plumsail Documents + Call Assist Integrations Work
- Step 1: Authenticate Plumsail Documents and Call Assist.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 Call Assist
Call Assist connect your sales team with new leads instantly and follow up with aging leads automatically through the phone.
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