Plumsail Documents + Futureworks Integrations
How to connect Plumsail Documents + Futureworks
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
KPI ListTriggers when a new KPI is added.Trigger- Key Result ListTriggers when a new Key Result is created.Trigger
- Update KPIUpdate a KPI's value. Defaults to current period of weekNr or monthNr is not specified.Action
- Update Key ResultUpdate a specific KRAction
- KPI SearchSearch KPI's using either ID or name.Action
- Key Result SearchSearch Key Result's using either ID or name.Action
How Plumsail Documents + Futureworks Integrations Work
- Step 1: Authenticate Plumsail Documents and Futureworks.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 Futureworks
Futureworks’ OKR integration makes it easy for employees in the company to know what the goal of the company is and how we can achieve it.
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