How to connect Plumsail Documents + Canopy
Zapier lets you send info between Plumsail Documents and Canopy automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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New Business Contact
Triggers when a business contact is created.Try ItTriggerInstant
New Individual Contact
Triggers when a new contact is created.Try ItTriggerInstant
Create Business Contact
Creates a business contact.ActionWrite
Business Contact Info Updated
Triggers when a business contact's contact info is updated.Try ItTriggerInstant
Individual Contact Info Updated
Triggers when an individual contact's contact info is updated.Try ItTriggerInstant
Create Individual Contact
Creates a new individual contact.ActionWrite
- Step 1: Authenticate Plumsail Documents and Canopy.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.