Plumsail Documents + ChatGen Integrations
How to connect Plumsail Documents + ChatGen
Zapier lets you send info between Plumsail Documents and ChatGen automatically—no code required.
When this happens...
automatically do this!
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.
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Conversation PushTriggers when a conversation is closed. This can occur when a visitor reaches the end of bot flow or when a visitor is inactive for a specific period of time.Trigger- Reached GoalTriggers when a visitor reaches a goal.Trigger
- New LeadTriggers when a new lead is added to your account in ChatGen.Trigger
- Lead UpdateTriggers when the lead details are updated.Trigger
- New MessageTriggers when a new message is received in ChatGen.Trigger
How Plumsail Documents + ChatGen Integrations Work
- Step 1: Authenticate Plumsail Documents and ChatGen.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 ChatGen
Chatgen is a smart conversational sales and marketing chatbot platform that drives immediate business impact with sales bot.
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy