How to connect Plumsail Documents + Contractbook
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New ContractTriggers when a new contract is sent.Trigger
- Contract UpdatedTriggers when a contract transitions to a new state.Trigger
- New DraftTriggers when a new draft is created.Trigger
- Draft EditedTriggers when a draft is edited.Trigger
- New TaskTriggers when a new task is created.Trigger
- Task UpdatedTriggers when a task is updated.Trigger
Triggers when a new template is created.
Creates and sends a new contract.
Creates and sends a new contract with advanced partying.
Creates a draft
Creates and sends a new task.
- Step 1: Authenticate Plumsail Documents and Contractbook.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.