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Connect Plumsail Documents to Gainsight Customer Communities and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate Plumsail Documents with Gainsight Customer Communities - no code necessary. See how you can get setup in minutes.

Select a trigger from Plumsail Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Plumsail Documents, a trigger could be "Process Finished."
A trigger is the event that kicks off your automated workflow.

Setup an action from Gainsight Customer Communities

An action is what takes place after the automation is triggered. For example, with Gainsight Customer Communities, the action could be "Add Custom Role to User."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Plumsail Documents to Gainsight Customer Communities

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Triggers and actions are the main components of every automated workflow.

Connect Plumsail Documents and Gainsight Customer Communities to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

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With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Plumsail Documents and Gainsight Customer Communities to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Learn how to automate Plumsail Documents on the Zapier blog.

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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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  • Documents
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About Gainsight Customer Communities
Gainsight's Customer Communities is a B2B customer success community platform that increases self-service and engagement during crucial phases of the customer journey.
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