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Plumsail Documents + HL Pro Tools Integrations

How to connect Plumsail Documents + HL Pro Tools

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Supported triggers and actions

What does this mean?
    • Process NameRequired

    Action
    Write
    • Select LocationRequired

      Select a Location from existing locations that you would like to update.

    • Calendar ID

      Optional if Team name and Calendar name are provided.

    • Team name

      Exact team name to match as per the HighLevel records. This is not required and used, if the Calendar Id in above field is provided.

    • Calendar Name

      Exact calendar name to match as per the HighLevel records. This is not required and used, if the Calendar Id in above field is provided.

    • Contact Email ( or Phone )

      One of the Phone and EMail is required

    • Contact Phone Number ( or Email Address )

      One of the Phone and EMail is required

    • Booking TImeslotRequired

      Ex. 2021-02-05T11:00:00-07:00

    • Booking TImezoneRequired

      Ex. America/Los_Angeles

    Action
    Write
    • Select LocationRequired

    • Team IDRequired

    • Calendar Service NameRequired

    • Calendar Service Description

    • Event TypeRequired

    • Calendar Service SlugRequired

    • Appointment Title

      It will be used while creating appointment title, you can use template paramaters. Ex. {{contact.name}}

    • Event ColorRequired

      This option is used to choose the color for this calendars events, the color is also synced to google calendar.

    • Team MembersRequired

      {"selected":true,"userId":"0nU7uKSrtT2RVM1KknuF","priority":"Low","meetingLocation":"PhoneNumber/ZoomLink/GoogleMeet/Location"}

    • Slot Duration ( Minutes )Required

    • Slot Interval ( Minutes )Required

    • Buffer Duration between appointmentRequired

    • Appointments Per Slot

      Maximum number of appointments permitted per slot for the user (If the number of appointments exceed for the given slot for the user, then it either switches over to the next user in the round-robin queue or marks the slot unavailable for the prospect to book).

    • Appointments Per Day

      Maximum number of appointments permitted per day on this calendar.

    • Minimum Scheduling Notice ( Number )

    • Minimum Scheduling Notice ( Unit )

    • Scheduling Notice Date Range ( Number )

      Events can be scheduled over the next n days.

    • Scheduling Notice Date Range ( Unit )

    • Office Hours Sunday

      {"openHour":8,"openMinute":0,"closeHour":17,"closeMinute":0}

    • Office Hours MondayRequired

      {"openHour":8,"openMinute":0,"closeHour":17,"closeMinute":0}

    • Office Hours TuesdayRequired

      {"openHour":8,"openMinute":0,"closeHour":17,"closeMinute":0}

    • Office Hours WednesdayRequired

      {"openHour":8,"openMinute":0,"closeHour":17,"closeMinute":0}

    • Office Hours ThursdayRequired

      {"openHour":8,"openMinute":0,"closeHour":17,"closeMinute":0}

    • Office Hours FridayRequired

      {"openHour":8,"openMinute":0,"closeHour":17,"closeMinute":0}

    • Office Hours Saturday

      {"openHour":8,"openMinute":0,"closeHour":17,"closeMinute":0}

    • Custom Form ID

      If you would like to collect more information than just First Name, Last Name, Email, and Phone from those who book on this calendar, create a custom form in Marketing > Form Builder then submit the form id here.

    • Use Sticky Contact

      Sticky contact will autofill contact information previously entered so leads don’t have to enter it twice.

    • Stripe Amount

      Leave blank, if you don't want to use stripe for the payment.

    • Stripe Currency

      Leave blank, if you don't want to use stripe for the payment.

    • Stripe Charge Description

      Leave blank, if you don't want to use stripe for the payment.

    • Let the calendar auto confirm my appointmentRequired

      Google Meet link generation needs this option to be tunred on to work.

    • Send appointment alert emails to the assigned team memberRequired

    • Allow google calendar to send invitation or update emails to attendeesRequired

    • Allow RescheduleRequired

    • Allow CancellationRequired

    • Additional Notes

      Phone:- {{contact.phone}} Email:- {{contact.email}} Need to make a change to this event? Reschedule:- {{reschedule_link}} Cancel:- {{cancellation_link}}

    • Facebook Pixel ID

    • Form Submission TypeRequired

    • Form Submission ContentRequired

      Will be a URL to redirect to or the Thankyou message! Ex. Example or Thank you for your appointment request. We will contact you shortly to confirm your request. Please call our office at {{contactMethod}} if you have any questions.

    Action
    Write
    • EmailRequired

    • PhoneRequired

    • Business NameRequired

    • AddressRequired

    • CityRequired

    • StateRequired

    • CountryRequired

    • Postal CodeRequired

    • Website

    • Timezone

      Ex. America/New_York

    • First Name

    • Last Name

    • Allow Duplicate Contact

      Setting Option - Enter true or false

    • Allow Duplicate Opportunity

      Setting Option - Enter true or false

    • Allow Facebook Name Merge

      Setting Option - Enter true or false

    • Disable Contact Timezone

      Setting Option - Enter true or false

    • Twilio sid

      Twilio Account SID. API will allow to authenticate your Twilio account with new location.

    • Twilio AuthToken

      Twilio Auth Token. API will allow to authenticate your Twilio account with new location.

    • Snapshot id

      Snapshot ID. API will allow you to import snapshots on create location.

    • Facebook Url

    • Google Plus URL

    • LinkedIn

    • Foursquare URL

    • Twitter

    • Yelp

    • Instagram

    • Youtube

    • Pinterest

    • Blog Rss URL

    • Google Place Id

    • Mailgun API Key

    • Mailgun Domain

    • Custom Values

    Action
    Write

How Plumsail Documents + HL Pro Tools Integrations Work

  1. Step 1: Authenticate Plumsail Documents and HL Pro Tools.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
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plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Learn more

Related categories

  • Documents
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hl-pro-tools logo

About HL Pro Tools

HL Pro Tools helps you take full advantage of HighLevel with advanced automations to make your life and agency easier.

Related categories

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