Plumsail Documents + Dominate Ai Integrations
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.
Scheduled
Trigger
- Dominate Ai
Creates a Contact
Scheduled
Action
How Plumsail Documents + Dominate Ai Integrations Work
- 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.
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 Dominate Ai
Dominate is a B2b Sales Team Management platform for startups of the future.
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