Plumsail Documents + Customerly Integrations
How to connect Plumsail Documents + Customerly
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Lead Converted to UserTriggers when a lead has been converted to user.Trigger- New LeadTriggers when a new lead is created.Trigger
- New Tag on a UserTriggers when a user is tagged.Trigger
- New UserTriggers when a new user is created.Trigger
- UnsubscribeTriggers when a user unsubscribes.Trigger
- Create/Update LeadCreates or updates a lead.Action
- Customerly
Attach a tag to an existing user or lead.
Scheduled
Action
- Customerly
Creates or updates a new user.
Scheduled
Action
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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