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
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
- New AppointmentTriggers when a new Appointment is Created in Aquila.Trigger
- New LeadTriggers when a new lead is added to a Location.Trigger
- New MemberTriggers when a Lead is Enrolled.Trigger
- Expired MemberTriggers when a Members Enrolment Expires.Trigger
- EFC Aquila
Triggers when a Member has not Attended for a Period of Weeks.
Scheduled
Trigger
- EFC Aquila
Creates a Lead.
Scheduled
Action
- EFC Aquila
Sends an Email from your Location.
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.
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 EFC Aquila
EFC Aquila is a fully featured CRM and Billing platform for Martial Arts schools, Leisure clubs and more.
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