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  • Circa logoCirca logo

Plumsail Documents + Circa Integrations

How to connect Plumsail Documents + Circa

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  • Plumsail Documents triggers, actions, and search
    Process Finished
    Trigger when a process finished.
    Trigger
    Instant
  • Plumsail Documents triggers, actions, and search
    Start Process
    Start the process and return generated document.
    Action
    Write
  • Circa triggers, actions, and search
    Delete Company
    Triggers when a company is deleted.
    Trigger
    Instant
  • Circa triggers, actions, and search
    Delete Contact
    Triggers when a contact is deleted.
    Trigger
    Instant
  • Circa triggers, actions, and search
    Delete Custom Field
    Triggers when a custom field is deleted.
    Trigger
    Instant
  • Circa triggers, actions, and search
    Delete Event
    Triggers when an event is deleted.
    Trigger
    Instant
  • Circa triggers, actions, and search
    Delete Event Contact
    Triggers when a contact is removed from an event.
    Trigger
    Instant
  • Circa triggers, actions, and search
    New Company
    Triggers when a new company is created.
    Trigger
    Instant
  • Circa

    Triggers when a new contact is created.

    Instant

    Trigger

  • Circa

    Triggers when a new custom field is created.

    Instant

    Trigger

  • Circa

    Triggers when a new event is created.

    Instant

    Trigger

  • Circa

    Triggers when a contact is added to an event.

    Instant

    Trigger

  • Circa

    Triggers when a company is updated.

    Instant

    Trigger

  • Circa

    Triggers when a contact is updated.

    Instant

    Trigger

  • Circa

    Triggers when a custom field is updated.

    Instant

    Trigger

  • Circa

    Triggers when an event is updated.

    Instant

    Trigger

  • Circa

    Triggers when an event contact relation is updated.

    Instant

    Trigger

  • Circa

    Adds the Contact to the Event.

    Scheduled

    Action

  • Circa

    Removes the company matching provided id.

    Scheduled

    Action

  • Circa

    Removes the contact matching provided id.

    Scheduled

    Action

  • Circa

    Removes the event matching provided id.

    Scheduled

    Action

  • Circa

    Creates a new company.

    Scheduled

    Action

  • Circa

    Creates a new contact.

    Scheduled

    Action

  • Circa

    Creates a new event.

    Scheduled

    Action

  • Circa

    Removes the Contact from the Event.

    Scheduled

    Action

  • Circa

    Update the company matching provided id.

    Scheduled

    Action

  • Circa

    Update the contact matching provided id.

    Scheduled

    Action

  • Circa

    Update the event matching provided id.

    Scheduled

    Action

  • Circa

    Update the event contact association matching provided ids.

    Scheduled

    Action

  • Circa

    Get the list of companies in your organization, matching provided filters.

    Scheduled

    Action

  • Circa

    Get the list of contacts scoped to the company, matching provided filters.

    Scheduled

    Action

  • Circa

    Get the list of contacts in your organization, matching provided filters.

    Scheduled

    Action

  • Circa

    Get the list of fields in your organization, matching provided filters.

    Scheduled

    Action

  • Circa

    Get the list of contacts in any event, matching provided filters.

    Scheduled

    Action

  • Circa

    Get the list of events matching provided filters.

    Scheduled

    Action

  • Circa

    Get the list of teams in your organization.

    Scheduled

    Action

  • Circa

    Get the company matching provided id.

    Scheduled

    Action

  • Circa

    Get the contact matching provided id.

    Scheduled

    Action

  • Circa

    Get the field matching provided id.

    Scheduled

    Action

  • Circa

    Get the event matching provided id.

    Scheduled

    Action

  • Circa

    Get the team matching provided id.

    Scheduled

    Action

How Plumsail Documents + Circa Integrations Work

  1. Step 1: Authenticate Plumsail Documents and Circa.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

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

circa logo
circa logo

About Circa

The B2B event marketing platform: Virtual, hybrid & in-person

Related categories

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