Plumsail Documents + DoneDone Integrations

How to connect Plumsail Documents + DoneDone

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Supported triggers and actions

What does this mean?

Process Finished
Trigger when a process finished.
Trigger
Instant
Start Process
Start the process and return generated document.
Action
Write
New Conversations
Triggers when a new conversation is created.
Trigger
Scheduled
New Conversation Event
Triggers when a new event is made to a conversation (including conversation creations).
Trigger
Scheduled
New Tasks
Triggers when a new task is created.
Trigger
Scheduled
New Task Event
Triggers when a new event occurs on a task (including task creations).
Trigger
Scheduled
Create Task
Creates a task in a project
Action
Write
Create Account Membership
Creates a new user in a DoneDone account
Action
Write

How Plumsail Documents + DoneDone Integrations Work

Step 1: Authenticate Plumsail Documents and DoneDone.
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.

Connect apps

Connect Plumsail Documents + DoneDone

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

Documents

About DoneDone

DoneDone is a simple bug, issue, and task tracker and easy customer support tool -- your single place to manage both projects and customers.

Related categories

Project Management

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