Plumsail Documents + Circa Integrations
How to connect Plumsail Documents + Circa
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Delete CompanyTriggers when a company is deleted.Trigger- Delete ContactTriggers when a contact is deleted.Trigger
- Delete Custom FieldTriggers when a custom field is deleted.Trigger
- Delete EventTriggers when an event is deleted.Trigger
- Delete Event ContactTriggers when a contact is removed from an event.Trigger
- New CompanyTriggers when a new company is created.Trigger
- 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
- Step 1: Authenticate Plumsail Documents and Circa.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.
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