Plumsail Documents + Coherent Integrations
How to connect Plumsail Documents + Coherent
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Booking CancelledTriggers when a booking is cancelled.Trigger- New BookingTriggers when a new booking is created.Trigger
- Invoice ReceivedTriggers when an invoice is received.Trigger
- New Team MemberTriggers when a new team member joins an organisation.Trigger
- Invoice SentTriggers when an invoice is sent.Trigger
- New Organisation Sign-UpTriggers when a new organisation signs up for a workspace.Trigger
How Plumsail Documents + Coherent Integrations Work
- Step 1: Authenticate Plumsail Documents and Coherent.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 Coherent
Coherent is a web application specifically designed to manage coworking and shared workspaces and to connect their communities.
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