How to connect Plumsail Documents + CallOnTheGo
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New CallTriggers when a new Call is made.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New Calls for ListTriggers to returns call data for a list.Trigger
- New ListTriggers when a new list is created.Trigger
- New Contacts for ListTriggers when a new contact is added inside a list.Trigger
- Create ContactCreate a new contact.Action
Create a new list.
Create a new call.
- Step 1: Authenticate Plumsail Documents and CallOnTheGo.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.