How to connect Plumsail Documents + Callback Tracker
Zapier lets you send info between Plumsail Documents and Callback Tracker automatically—no code required.
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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
- 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.
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.