Plumsail Documents + Dispatch Integrations
How to connect Plumsail Documents + Dispatch
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New EventTriggers when an update is made to Dispatch.Trigger- Send to ConnectorSend a payload to the inbound connector.Action
- Create or Update AppointmentCreates or Updates a appointment.Action
- Create or Update Invoice or EstimateCreates or Updates a New Invoice or Estimate. This action will also auto-create Product/Service catalog items on the fly if they do not exist already.Action
- Create or Update Product or ServiceCreates or Updates Products and Services.Action
- Create or Update Calendar EventCreates or Updates a Calendar Event.Action
- Dispatch
Creates or Updates a customer.
Scheduled
Action
- Dispatch
Updates the offer status for an organization e.g.
Scheduled
Action
- Dispatch
Create or Update a job.
Scheduled
Action
- Dispatch
Creates or Updates a Job Offer. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to
Scheduled
Action
- Dispatch
Creates a new note.
Scheduled
Action
- Dispatch
Creates or Updates an organization. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to
Scheduled
Action
- Dispatch
Sends an organization an offer reminder.
Scheduled
Action
- Dispatch
Creates or Updates a user (field worker or dispatcher).
Scheduled
Action
- Dispatch
Finds an existing appointment.
Scheduled
Action
- Dispatch
Finds an existing Invoice or Estimate.
Scheduled
Action
- Dispatch
Finds an existing product or service.
Scheduled
Action
- Dispatch
Finds an existing customer.
Scheduled
Action
- Dispatch
Finds an existing job.
Scheduled
Action
- Dispatch
Finds an existing job offer.
Scheduled
Action
- Dispatch
Finds an existing organization. If you only dispatch jobs to a single organization you will not need to use this search as the organization will default.
Scheduled
Action
- Dispatch
Finds an existing technician or dispatcher.
Scheduled
Action
How Plumsail Documents + Dispatch Integrations Work
- Step 1: Authenticate Plumsail Documents and Dispatch.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.
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