Plumsail Documents + Digs Integrations
How to connect Plumsail Documents + Digs
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Saver EventTriggers when a new saver is added to your account or when a saver updates important details in their personal profile.Trigger- Saver Property EventTriggers when a property is added by one of your savers or when important, property-related details are updated.Trigger
- Savings Fund EventTriggers when a savings fund is added by one of your savers or when important, savings fund-related details are updated.Trigger
- Find a SaverSearch for a saver by email or Digs Saver ID.Action
- Find a Saver PropertySearch for a property by Digs Saver email, Digs Saver ID or property ID.Action
- Find a Savings FundSearch for a property by Digs Saver email, Digs Saver ID or savings fund ID.Action
How Plumsail Documents + Digs Integrations Work
- Step 1: Authenticate Plumsail Documents and Digs.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 Digs
Digs provides branded financial products for real estate professionals that help capture, qualify and retain prospects.
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