Plumsail Documents + CleverReach Integrations

How to connect Plumsail Documents + CleverReach

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Supported triggers and actions

What does this mean?

Process Finished
Trigger when a process finished.
Trigger
Instant
Start Process
Start the process and return generated document.
Action
Write
New Campaign
Triggers when a new mailing campaign is created.
Trigger
Scheduled
New Campaign Link Click
Triggers when a new campaign link click is detected.
Trigger
Scheduled
New Subscriber
Triggers when a new subscriber is added to a specified integration list.
Trigger
Scheduled
New Unsubscriber
Triggers when any current subscriber unsubscribes from a specified list.
Trigger
Scheduled
Add Order Item
Add a new order item for subscriber.
Action
Write
Add/Update Subscriber
Adds a new subscriber in a selected list. Can be used to update an existing subscriber too.
Action
Write
CleverReach
Unsubscribes an email address from a selected list.
Scheduled
Action

How Plumsail Documents + CleverReach Integrations Work

Step 1: Authenticate Plumsail Documents and CleverReach.
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.

Connect apps

Connect Plumsail Documents + CleverReach

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

Documents

About CleverReach

CleverReach is an email marketing solution that lets you easily create newsletters online and send them to your customers.

Learn more

Related categories

Email Newsletters

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