How to connect Plumsail Documents + Gripp
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New CompanyTriggers when a new company is added.Trigger
- Offer AcceptedTriggers when an offer is accepted.Trigger
- Offer DeclinedTriggers when an offer gets declined.Trigger
- New ProjectTriggers when a new project is added.Trigger
- New TaskTriggers when a new task is added.Trigger
- Create ActivityCreates a new activity.Action
Creates a new company.
Creates a new contact.
Search for companys.
- Step 1: Authenticate Plumsail Documents and Gripp.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.