Plumsail Documents + EFC Aquila Integrations
How to connect Plumsail Documents + EFC Aquila
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Assessment QueryCustomised Trigger based on an Assessment QueryTrigger- Classes AttendedTriggers when a Member has attended a certain number of total SessionsTrigger
- BirthdayTriggers when an Enrolled Member has a Birthday within two dates.Trigger
- Member QueryCustomised Trigger based on a Member Query.Trigger
- New AppointmentTriggers when a new Appointment is Created in Aquila.Trigger
- New LeadTriggers when a new lead is added to a Location.Trigger
- EFC Aquila
Triggers when a Lead is Enrolled.
Scheduled
Trigger
- EFC Aquila
Triggers when a Members Enrolment Expires.
Scheduled
Trigger
- EFC Aquila
Triggers when a Member has not Attended for a Period of Weeks.
Scheduled
Trigger
- EFC Aquila
Books a Member into a Session
Scheduled
Action
- EFC Aquila
Creates a Lead.
Scheduled
Action
- EFC Aquila
Make a note on a Member record
Scheduled
Action
- EFC Aquila
Enrols a Member
Scheduled
Action
- EFC Aquila
Sends an Email from your Location.
Scheduled
Action
- EFC Aquila
Sends an SMS message
Scheduled
Action
- EFC Aquila
Emails a Student using an Aquila Template.
Scheduled
Action
How Plumsail Documents + EFC Aquila Integrations Work
- Step 1: Authenticate Plumsail Documents and EFC Aquila.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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