How to connect Plumsail Documents + DropFunnels
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Course Member DeactivatedTriggers when a member is set as Deactivated to a course.Trigger
- Course Member DeletedTriggers when a member is set as Deleted from a course.Trigger
- New Course Member AddedTriggers when a new member is added to a course.Trigger
- New Order Created - All Products (Individual Events)Triggers when a new order is placed, contains all purchased products.Trigger
- New Order Created - All Products (Single Event)Triggers when a new order is placed, contains all purchased order in single trigger.Trigger
- New Subscription Order Created on All ProductsTriggers when a new subscription order is placed, contains all purchased products.Trigger
- DropFunnels
Triggers when a user completes a quiz
Scheduled
Trigger
- DropFunnels
Triggers when a member completed any course.
Scheduled
Trigger
- DropFunnels
Triggers when a member completed lesson from course.
Scheduled
Trigger
- DropFunnels
Triggers when a member completed any module from course.
Scheduled
Trigger
- DropFunnels
Triggers when a member completed any unit from course.
Scheduled
Trigger
- DropFunnels
Triggers when a new lead is added.
Scheduled
Trigger
- DropFunnels
Triggers when a new order is placed, contains the primary product only.
Scheduled
Trigger
- DropFunnels
Triggers when a new order is placed, contains the upsell/downsell product only.
Scheduled
Trigger
- DropFunnels
Deactivate specific Member.
Scheduled
Action
- DropFunnels
Delete specific Member.
Scheduled
Action
- DropFunnels
Create a lead into a funnel or pipeline stage.
Scheduled
Action
- DropFunnels
Creates a new member.
Scheduled
Action
- DropFunnels
Move lead from one pipeline to another pipeline.
Scheduled
Action
- DropFunnels
Update Course Member. A new member will be added to the course if they do not exist
Scheduled
Action
How Plumsail Documents + DropFunnels Integrations Work
- Step 1: Authenticate Plumsail Documents and DropFunnels.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.
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