Plumsail Documents + ConvertFlow Integrations
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Process NameRequired
Try ItCTA Campaign
Choose which CTA campaign you want form/survey submissions sent from. Leave empty to trigger zap upon any campaign form/survey submission.
Try It
New Contact
Triggers when a new contact is created.
Try ItTagRequired
For which tag do you want to trigger an action when removed from a contact?
Try It
Process NameRequired
Call-To-ActionRequired
Choose which CTA you want form submissions sent from.
Try ItTagRequired
For which tag do you want to trigger an action when added to a contact?
Try ItEmailRequired
First Name
Last Name
Phone
Company Name
Company Title
Address
City
State
Zip Code
Country
Source URL
The opt-in source of the contact.
How to connect Plumsail Documents + ConvertFlow
- Step 1: Authenticate Plumsail Documents and ConvertFlow.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.
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