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.
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