Plumsail Documents + Clevertim CRM Integrations
How to connect Plumsail Documents + Clevertim CRM
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New CaseTriggers when a new case is created.Trigger- New CompanyTriggers when a new company is created.Trigger
- New ContactTriggers when a new contact (person) is created.Trigger
- New OpportunityTriggers when a new opportunity is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- New CaseCreate a new case.Action
- Clevertim CRM
Create a new company.
Scheduled
Action
- Clevertim CRM
Create a new contact (person).
Scheduled
Action
- Clevertim CRM
Create a new opportunity.
Scheduled
Action
- Clevertim CRM
Create a new task.
Scheduled
Action
How Plumsail Documents + Clevertim CRM Integrations Work
- Step 1: Authenticate Plumsail Documents and Clevertim CRM.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.
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About Clevertim CRM
Clevertim is an online contact manager and simple, easy to use CRM for small businesses.
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