Plumsail Documents + Canopy Integrations
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.
Choose a Trigger
Start here
Start here
Choose an Action
- Free forever for core features
- 14 day trial for premium features & apps
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
How Plumsail Documents + Canopy Integrations Work
- 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.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Related categories
About Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.