How to connect Plumsail Documents + HL Pro Tools
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Process NameRequired
Try ItUse Zapier Catch Webhook
Generates a Webhook URL to send data to Zapier from Highlevel, so that the data can be used for various other available actions in the integration.
Try ItSelect LocationRequired
Campaign IDRequired
Contact IDRequired
Select LocationRequired
First Name
Last Name
Full Name
Email Address
NOTE: Either Email or Phone is required for this action
Phone
NOTE: Either Email or Phone is required for this action
Date of Birth
Address1
City
State
Postal Code
Website
Tags
Source
Company Name
Country
Contact Timezone
Ex. America/Los_Angeles
DND?
Contact Notes
Custom Fields
Process NameRequired
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
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.
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
How Plumsail Documents + HL Pro Tools Integrations Work
- Step 1: Authenticate Plumsail Documents and HL Pro Tools.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.
Related categories
Related categories
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