How to connect Plumsail Documents + CLG App
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Client Status ChangedTriggers when a client status is changed.Trigger
- Delete LeadTriggers when a lead is deleted.Trigger
- New ClientTriggers when a new client is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- New Letter GeneratedTriggers when a new letter is generated.Trigger
- Update ClientTriggers when a client is updated.Trigger
- CLG App
Triggers when a lead is updated.
Instant
Trigger
- CLG App
Creates a new client.
Scheduled
Action
- CLG App
Creates a new lead.
Scheduled
Action
- CLG App
Updates an existing client.
Scheduled
Action
- CLG App
Updates an existing lead.
Scheduled
Action
- CLG App
Finds a client based on email or phone.
Scheduled
Action
- CLG App
Finds a lead based on email.
Scheduled
Action
- CLG App
x
Scheduled
Action
- CLG App
x
Scheduled
Action
How Plumsail Documents + CLG App Integrations Work
- Step 1: Authenticate Plumsail Documents and CLG App.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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