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
Attach a tag to an existing user or lead.
Creates or updates a new user.
- 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.