Create integrations between Plumsail Documents and Entegral Base to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Process NameRequired
Try ItNew Agent
Triggers when a new agent is added in the Base.
Try ItNew Contact (Office Shared Contact)
Triggers when a new office shared contact is added in the Base.
Try ItContact Updated (Any Contact)
Triggers when any contact is updated in the Base.
Try It
Process NameRequired
New Contact (Any Contact)
Triggers when any new contact (office shared or private) is added in the Base.
Try ItContact Updated (Office Shared Contact)
Triggers when office shared contact is updated in the Base.
Try ItNew Lead
Triggers when a new lead is received in the Base. Lead will be access based on Primary API user's access.
Try It