Plumsail Documents + DailyBot Integrations
How to connect Plumsail Documents + DailyBot
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Kudos GivenTriggers every time that any Kudos are given to someone in your DailyBot organization.Trigger- New Check-In Response CompletedTriggers when a response is added to a check-in in DailyBot by any user from your organization.Trigger
- New Form Response CompletedTriggers when a new response is added to a form in Dailybot by any user from your organization or external user.Trigger
- New Check-In Response Completed (Deprecated)Triggers when a response is added to a check-in in DailyBot by any user from your organization.Trigger
- Give KudosIt gives kudos to one or several users in DailyBot.Action
- Send MessageIt sends a DailyBot Message to one or several users, or to a group of people (via channel or room).Action
How Plumsail Documents + DailyBot Integrations Work
- Step 1: Authenticate Plumsail Documents and DailyBot.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 DailyBot
DailyBot is your team's daily assistant. Put your stand-up meetings, status reports and check-ins on cruise control, save time and increase productivity.
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