How to connect Plumsail Documents + Dominate Ai
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Deal ClosedTriggers when a deal's status changes to 'closed' in your dominate account.Trigger
- Lead Got DroppedTriggers when a lead gets dropped in your dominate account.Trigger
- Lead ConvertedTriggers when a lead is converted in your dominate account.Trigger
- Lead Goes on HoldTriggers when a lead goes on hold in your dominate account.Trigger
- New AccountTriggers when a new account is added in your dominate account.Trigger
- New DealTriggers when a new deal is created.Trigger
- Dominate Ai
Triggers when a new lead is added in your dominate account.
- Dominate Ai
Creates a Contact
- Step 1: Authenticate Plumsail Documents and Dominate Ai.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.