Plumsail Documents + CRM in Cloud Integrations
How to connect Plumsail Documents + CRM in Cloud
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New or Updated ActivityTriggers when a given action is performed on Activity.Trigger- List Anagraphics Emails in ListTriggers when a change is detected into the email of Anagraphics contained into the given list ID.Trigger
- New or Updated CatalogTriggers when a given action is performed on Catalog.Trigger
- New or Updated CompanyTriggers when a given action is performed on Company.Trigger
- New or Updated ContactTriggers when a given action is performed on Contact.Trigger
- New or Updated LeadTriggers when a given action is performed on Lead.Trigger
- CRM in Cloud
Triggers when a given action is performed on Opportunity.
Instant
Trigger
- CRM in Cloud
Triggers when a given action is performed on Quote.
Instant
Trigger
- CRM in Cloud
Creates a new Activity, or update an exising one specifying its ID field value.
Scheduled
Action
- CRM in Cloud
Creates a new Catalog, or update an exising one specifying its ID field value.
Scheduled
Action
- CRM in Cloud
Creates a new Company, or update an exising one specifying its ID field value.
Scheduled
Action
- CRM in Cloud
Creates a new Contact, or update an exising one specifying its ID field value.
Scheduled
Action
- CRM in Cloud
Creates a new Lead, or update an exising one specifying its ID field value.
Scheduled
Action
- CRM in Cloud
Creates a new Opportunity, or update an exising one specifying its ID field value.
Scheduled
Action
- CRM in Cloud
Creates a new Quote, or update an exising one specifying its ID field value.
Scheduled
Action
- CRM in Cloud
Search a Activity given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search an email item Anagraphic given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Catalog given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Company given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Contact given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Lead given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Opportunity given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Quote given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Activity given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Catalog given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Company given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Contact given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Lead given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Opportunity given a set of criteria.
Scheduled
Action
- CRM in Cloud
Search a Quote given a set of criteria.
Scheduled
Action
How Plumsail Documents + CRM in Cloud Integrations Work
- Step 1: Authenticate Plumsail Documents and CRM in Cloud.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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