Plumsail Documents + Ezekia Integrations
How to connect Plumsail Documents + Ezekia
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Company UpdatedTriggers when a company is updated.Trigger- Get NotesRetrieve latest notes for the specified item.Trigger
- New Company CreatedTriggers when a new company is created on the platform.Trigger
- New Person CreatedTriggers when a new person is created on the platform.Trigger
- New Project CreatedTriggers when a new project is created on the platform.Trigger
- Person Added to ListTriggers when a person is added to a listTrigger
- Ezekia
Triggers when a person is updated.
Scheduled
Trigger
- Ezekia
Triggers when project is updated.
Scheduled
Trigger
- Ezekia
Adds a custom field value to a company
Scheduled
Action
- Ezekia
Adds a custom field value to a company
Scheduled
Action
- Ezekia
Adds a custom field value to a Project
Scheduled
Action
- Ezekia
Adds an email to a person, if that email does not already exist.
Scheduled
Action
- Ezekia
Creates a note on an assignment.
Scheduled
Action
- Ezekia
Creates a note on a company.
Scheduled
Action
- Ezekia
Creates a note on a person.
Scheduled
Action
- Ezekia
Adds one or more specified person tags to one or more people
Scheduled
Action
- Ezekia
Add one or more people to an assignment
Scheduled
Action
- Ezekia
Add a person to a list.
Scheduled
Action
- Ezekia
Adds one or more pipeline tags to one or more candidates on an assignment
Scheduled
Action
- Ezekia
Add status tag to company
Scheduled
Action
- Ezekia
Add status tag to project
Scheduled
Action
- Ezekia
Change the email address of a person.
Scheduled
Action
- Ezekia
Creates a new company
Scheduled
Action
- Ezekia
Creates a new person
Scheduled
Action
- Ezekia
Creates a new project
Scheduled
Action
- Ezekia
Deletes an email address from a person
Scheduled
Action
- Ezekia
Removes a person from a specified list.
Scheduled
Action
- Ezekia
Removes one or more specified person tags from one or more people
Scheduled
Action
- Ezekia
Removes one or more pipeline tags from one or more candidates on an assignment
Scheduled
Action
- Ezekia
Update an existing company record
Scheduled
Action
- Ezekia
Update an existing person record
Scheduled
Action
- Ezekia
Update an existing project record
Scheduled
Action
- Ezekia
Find a location that exists on the Ezekia platform.
Scheduled
Action
- Ezekia
Finds a person from your Ezekia account by one of their email addresses
Scheduled
Action
- Ezekia
Find a person by their unique ID
Scheduled
Action
- Ezekia
Find a person by their phone number
Scheduled
Action
- Ezekia
Finds an opportunity or assignment by its name.
Scheduled
Action
- Ezekia
Finds an opportunity or assignment by its project ID.
Scheduled
Action
- Ezekia
Finds a person from your Ezekia account by one of their email addresses
Scheduled
Action
How Plumsail Documents + Ezekia Integrations Work
- Step 1: Authenticate Plumsail Documents and Ezekia.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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