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  • Dispatch logoDispatch logo

Plumsail Documents + Dispatch Integrations

How to connect Plumsail Documents + Dispatch

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  • Plumsail Documents triggers, actions, and search
    Process Finished
    Trigger when a process finished.
    Trigger
    Instant
  • Plumsail Documents triggers, actions, and search
    Start Process
    Start the process and return generated document.
    Action
    Write
  • Dispatch triggers, actions, and search
    New Event
    Triggers when an update is made to Dispatch.
    Trigger
    Instant
  • Dispatch triggers, actions, and search
    Send to Connector
    Send a payload to the inbound connector.
    Action
    Write
  • Dispatch triggers, actions, and search
    Create or Update Appointment
    Creates or Updates a appointment.
    Action
    Write
  • Dispatch triggers, actions, and search
    Create or Update Invoice or Estimate
    Creates 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
    Write
  • Dispatch triggers, actions, and search
    Create or Update Product or Service
    Creates or Updates Products and Services.
    Action
    Write
  • Dispatch triggers, actions, and search
    Create or Update Calendar Event
    Creates or Updates a Calendar Event.
    Action
    Write
  • 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

  1. Step 1: Authenticate Plumsail Documents and Dispatch.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Related categories

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dispatch logo

About Dispatch

Deliver exceptional customer experiences. Book, track and manage with the world's most powerful on-demand services platform.

Related categories

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