Plumsail Documents + FireHawkCRM Integrations

How to connect Plumsail Documents + FireHawkCRM

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Supported triggers and actions

What does this mean?

Process Finished
Trigger when a process finished.
Trigger
Instant
Start Process
Start the process and return generated document.
Action
Write
Project Created
Triggers when a new project is created
Trigger
Instant
New Support Ticket
Triggers when a new support ticket is created
Trigger
Instant
Task Created
Triggers when a new task is created
Trigger
Instant
Project Updated
Triggers when a project is updated
Trigger
Instant
Task Updated
Triggers when a task is updated
Trigger
Instant
Create Client
Creates a new client
Action
Write
FireHawkCRM
Creates a Payment against an invoice
Scheduled
Action
FireHawkCRM
Creates a Project
Scheduled
Action
FireHawkCRM
Creates a new task
Scheduled
Action
FireHawkCRM
Find invoice by invoice number
Scheduled
Action
FireHawkCRM
Find existing payments
Scheduled
Action
FireHawkCRM
Find existing payments
Scheduled
Action

How Plumsail Documents + FireHawkCRM Integrations Work

Step 1: Authenticate Plumsail Documents and FireHawkCRM.
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.

Connect apps

Connect Plumsail Documents + FireHawkCRM

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Related categories

Documents

About FireHawkCRM

FireHawkCRM is great for small business. We help you look after your customers, so they’ll tell the world how good you are! Quotes, Invoices, Email and File sharing all in one neat little package.

Related categories

CRM (Customer Relationship Management)

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