Plumsail Documents + FunnelCockpit Integrations
How to connect Plumsail Documents + FunnelCockpit
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New CRM ContactTriggers when a new CRM contact is created.Trigger- New Email ContactTriggers when a new email contact is created.Trigger
- New Form SubmissionTriggers when a new form submission has been made.Trigger
- New Survey ResultTriggers when a new survey result has been created.Trigger
- New Webinar ViewerTriggers when a new webinar viewer is created.Trigger
- Create or Update CRM ContactCreates or updates a CRM ContactAction
- FunnelCockpit
Creates or updates an email contact.
Scheduled
Action
- FunnelCockpit
Adds a webinar viewer.
Scheduled
Action
- FunnelCockpit
Gets the upcoming Webinar Dates
Scheduled
Action
How Plumsail Documents + FunnelCockpit Integrations Work
- Step 1: Authenticate Plumsail Documents and FunnelCockpit.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 FunnelCockpit
FunnelCockpit is your all-in-one marketing solution.
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