Plumsail Documents + GoTo Connect Integrations
How to connect Plumsail Documents + GoTo Connect
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
All Direction Call EndedTriggers when a call is ended for the number specified for either incoming or outgoing calls.Trigger- Incoming Call EndedTriggers when an incoming call ended.Trigger
- Outgoing Call EndedTriggers when an outgoing call is ended.Trigger
- SMS ReceivedTriggers when an SMS message received on a given phone number.Trigger
- SMS SentTriggers when a new sms is sent from the given number.Trigger
- Voicemail ReceivedTriggers when a voicemail is received for the given number.Trigger
- GoTo Connect
Action for sending an SMS message.
Scheduled
Action
How Plumsail Documents + GoTo Connect Integrations Work
- Step 1: Authenticate Plumsail Documents and GoTo Connect.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 GoTo Connect
GoTo Connect is a fully integrated business communications solution, with calls, meetings and messaging unified on one platform.
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