How to connect Plumsail Documents + ChatGen
Zapier lets you send info between Plumsail Documents and ChatGen automatically—no code required.
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- 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
- 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.