How to connect Plumsail Documents + Calldrip
Zapier lets you send info between Plumsail Documents and Calldrip 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 DripTriggers after a new lead is generated.Trigger
- Create CallConnects you with the potential customer in just seconds.Action
- Step 1: Authenticate Plumsail Documents and Calldrip.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.