Plumsail Documents + IDX Leads Integrations

How to connect Plumsail Documents + IDX Leads

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Choose an Action
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Supported triggers and actions

What does this mean?
    • Process NameRequired

    • EmailRequired

      Creates a new lead in your IDX Broker account.

    • First NameRequired

      Lead First Name.

    • Last Name

      Lead last name.

    • Secondary Email

      A second email for the lead.

    • Lead Password

      Password for the lead in the IDX Broker system.

    • Lead City

      City associated with the lead.

    • State or Province

      State or Province associated with the lead.

    • Country

      Country associated with the lead.

    • Zip Code

      Zip code or Postal Code associated with the lead.

    • Phone

      Phone number associated with the lead.


How Plumsail Documents + IDX Leads Integrations Work

  1. Step 1: Authenticate Plumsail Documents and IDX Leads.
    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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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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About IDX Leads

IDX Leads is a system for real estate lead capture. Leverage your MLS/IDX listings to collect qualified leads from high quality traffic.
Learn more

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