How to connect Plumsail Documents + Crystal Ball
Zapier lets you send info between Plumsail Documents and Crystal Ball automatically—no code required.
When this happens...
automatically do this!
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Triggers When Fetch AnnotationsTriggers when fetching all annotations.Trigger
- Triggers When a New Annotation Is Added in Crystal Ball.Triggers when a new annotation is added in Crystal Ball.Trigger
- Create Annotation in Crystal BallAdd an annotation in your account for an event.Action
- Step 1: Authenticate Plumsail Documents and Crystal Ball.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.