How to connect Plumsail Documents + Housecall Pro
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New Completed Job
Triggers when a job is completed.Try ItTriggerScheduled
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New Scheduled Job
Triggers when a job is scheduled.Try ItTriggerScheduled
- Step 1: Authenticate Plumsail Documents and Housecall Pro.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.