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  • Clicfans logoClicfans logo

Plumsail Documents + Clicfans Integrations

How to connect Plumsail Documents + Clicfans

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  • Plumsail Documents triggers, actions, and search
    Process Finished
    Trigger when a process finished.
    Trigger
    Instant
  • Plumsail Documents triggers, actions, and search
    Start Process
    Start the process and return generated document.
    Action
    Write
  • Clicfans triggers, actions, and search
    Update Contact
    Create or update a contact with this option
    Action
    Write
  • Clicfans triggers, actions, and search
    Add Tag
    Add an existing tag to an existing contact
    Action
    Write
  • Clicfans triggers, actions, and search
    Add Workflow
    Add an existing contact to an existing workflow
    Action
    Write
  • Clicfans triggers, actions, and search
    Send Mail
    Send emails to a contact in your Clicfans account
    Action
    Write
  • Clicfans triggers, actions, and search
    Search Contact
    Get all the information of a contact that is in your account.
    Action
    Search

How Plumsail Documents + Clicfans Integrations Work

  1. Step 1: Authenticate Plumsail Documents and Clicfans.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

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

clicfans logo
clicfans logo

About Clicfans

Clicfans brinda un servicio de automatización (CRM) y además te permite crear páginas.

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