How to connect Plumsail Documents + Funnelfly
Zapier lets you send info between Plumsail Documents and Funnelfly automatically—no code required.
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Task CompletedTriggers when a task is completed.Trigger
- Task CreatedTriggers when a new task is created.Trigger
- Contact Created or UpdatedTriggers when a new contact is created, updated or both.Trigger
- Create Data EventCreates a Data Event for contact based on email or vendor contact id.Action
- Create TaskCreates a Task.Action
- Create or Update ContactCreates a new contact or updates an existing one based on email or vendor contact id.Action
- Step 1: Authenticate Plumsail Documents and Funnelfly.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.