Plumsail Documents + HotProfile Integrations
How to connect Plumsail Documents + HotProfile
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New Daily ReportTriggers when a new Daily report is created.Trigger- New DealTriggers when a new deal is created.Trigger
- New LeadTriggers when a new lead is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Daily Report UpdatedTriggers when an existing Daily Report is updated.Trigger
- Lead UpdatedTriggers when an existing lead is updated.Trigger
- HotProfile
Searches for a lead. If there are multiple matches, The last registered lead will be returned.
Scheduled
Action
How Plumsail Documents + HotProfile Integrations Work
- Step 1: Authenticate Plumsail Documents and HotProfile.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 HotProfile
HotProfile is a tool for converting business card data, automatically assigning corporate attributes, and managing business negotiations and reports. From the results of WEB tracking and mail delivery it is also possible to uncover customers leading to sales.
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