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Plumsail Documents + dotdigital Integrations

How to connect Plumsail Documents + dotdigital

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Supported triggers and actions

What does this mean?
    • Process NameRequired

    Action
    Write
    • NameRequired

      This field can't be set to an existing address book's name, including 'Test', or 'All contacts'.

    • Visibility

      All address books are created as 'Private' by default but you can set it as 'Public' upon creation should you wish to.

    Action
    Write
    • NameRequired

      The name of the contact data field being created, can only be up to 20 characters in length and must consist of alphnumeric characters only, with hyphens and underscores if required.

    • TypeRequired

      The data type of the contact data field being created

    • Visibility

      All contact data fields are created as 'Private' by default but you can set it as 'Public' upon creation should you wish to.

    Action
    Write
    • SegmentRequired

    Action
    Write

How Plumsail Documents + dotdigital Integrations Work

  1. Step 1: Authenticate Plumsail Documents and dotdigital.
    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.
Learn more

Related categories

  • Documents
dotdigital logo
dotdigital logo

About dotdigital

dotdigital (formerly dotmailer) Engagement Cloud is an engagement platform that helps businesses engage customers across all touchpoints. Users can leverage data, surface powerful insights, and automate the customer journey using email, SMS, and more.
Learn more

Related categories

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