How to connect Plumsail Documents + GetCalley
Zapier lets you send info between Plumsail Documents and GetCalley automatically—no code required.
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New ContactTriggers when a new contact is created in a calling listTrigger
- Create or Update UserAdd call record to a calling list and assign it to an agent.Action
- Step 1: Authenticate Plumsail Documents and GetCalley.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.