Plumsail Documents + Customerly Integrations
How to connect Plumsail Documents + Customerly
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How Plumsail Documents + Customerly Integrations Work
- Step 1: Authenticate Plumsail Documents and Customerly.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.
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About Customerly
Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.
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