How to connect Plumsail Documents + Dash
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New AssetTriggers when a new asset is added to your Dash.Trigger
- Update Asset MetadataUpdate asset metadataAction
- Upload AssetUpload an asset to your DashAction
- Asset Keyword SearchSearch for asset by keywordAction
- Step 1: Authenticate Plumsail Documents and Dash.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.