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
Searches for a lead. If there are multiple matches, The last registered lead will be returned.
- 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.