Connect Plumsail Documents to Compass Wave and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Plumsail Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Plumsail Documents, a trigger could be "Process Finished."

A trigger is the event that kicks off your automated workflow.

Setup an action from Compass Wave

An action is what takes place after the automation is triggered. For example, with Compass Wave, the action could be "Create Estimate."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Plumsail Documents to Compass Wave

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Triggers and actions are the main components of every automated workflow.

Connect Plumsail Documents and Compass Wave to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect Plumsail Documents and Compass Wave to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Process Name
  Required
Trigger
Instant
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Instant
Try It

- Process Name
  Required
Action
Write
Create Estimate
Creates an Estimate
Action
Write

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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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