Plumsail Documents + CallWidget Integrations
How to connect Plumsail Documents + CallWidget
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New Phone Call ReceivedTriggers when a phone call is received.Trigger- New Lead CreatedTriggers when a new lead is created in the systemTrigger
- New Text Message ReceivedTriggers when a new text message is received.Trigger
- Run AutomationRun automation on contactAction
- Initiate a CallTriggers the instant call technologyAction
- Create or Update ContactCreate or Update a Contact RecordAction
- CallWidget
Sends a text message
Scheduled
Action
- CallWidget
Sends a text message and triggers the instant call technology
Scheduled
Action
How Plumsail Documents + CallWidget Integrations Work
- Step 1: Authenticate Plumsail Documents and CallWidget.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 CallWidget
CallWidget is an AI powered lead generation software designed to generate more prospects from your website.
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