Plumsail Documents + Callback Tracker Integrations
How to connect Plumsail Documents + Callback Tracker
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Completed Call Back CallTriggers when call back call is competed.Trigger- Failed Call Back CallTriggers when call back call is failed.Trigger
- Scheduled Call Back CallTriggers when call back call is scheduled.Trigger
- New E-Mail RequestTriggers when new E-mail request is created by your website visitor.Trigger
- New SMS RequestTriggers when visitor create SMS request from website.Trigger
- Create Callback RequestCreates a new Callback Request.Action
How Plumsail Documents + Callback Tracker Integrations Work
- Step 1: Authenticate Plumsail Documents and Callback Tracker.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 Callback Tracker
Callback Tracker is a smart click to call communication tool that converts your site visitors into leads. Our customizable widget hovers neatly over your website and provides visitors with a click to call request form. Callback Tracker provides - call recordings, phone call logs, call source tracking, Google Analytics Integration.
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