Plumsail Documents + CLG App Integrations
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.
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 CLG App
CLG App is a cloud-based software and CRM for the credit repair industry designed for credit consultants and starting a credit repair business.
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