Plumsail Documents + Crystal Integrations
How to connect Plumsail Documents + Crystal
Zapier lets you send info between Plumsail Documents and Crystal 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.
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Contributor Updated in TeamTriggers when the Contributor's list is updated in a specific team.Trigger- Contributor Updated in OwnershipTriggers when a contributor has been updated in a specific ownership.Trigger
- List All the OwnershipsTriggers when you want to list all the ownerships of a team.Trigger
- New Ownership in TeamTriggers when new ownership has been created in a specific team.Trigger
- New Resource in OwnershipTriggers when new resource has been added to an Ownership.Trigger
- New Resource in TeamTriggers when new resource has been created in a specific team.Trigger
- Crystal
Triggers when owner is updated in a specific ownership.
Scheduled
Trigger
- Crystal
Triggers when owner has been updated in an ownership in a specific team.
Scheduled
Trigger
- Crystal
Create a new ressource to ownership.
Scheduled
Action
- Crystal
Create a new ownership in a specific team.
Scheduled
Action
How Plumsail Documents + Crystal Integrations Work
- Step 1: Authenticate Plumsail Documents and Crystal.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.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Related categories
About Crystal
Crystal is a team organizations tool. It gives everyone in your team a shared view of roles, docs and purpose with interactive maps.
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy