Plumsail Documents + Inmobalia CRM Integrations
How to connect Plumsail Documents + Inmobalia CRM
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New ActivityTriggers when a new Activity is created.Trigger- New ContactTriggers when a new Contact is created.Trigger
- New PropertyTriggers when a new Property is created. Use Property Update trigger later to get more details if needed.Trigger
- New WebLeadTriggers when a new WebLead is registered.Trigger
- Activity UpdateTriggers when an Activity is updated or created.Trigger
- Contact UpdateTriggers when a Contact is updated or created.Trigger
- Inmobalia CRM
Triggers when a Property is updated or created.
Scheduled
Trigger
- Inmobalia CRM
Triggers when a new User is created.
Scheduled
Trigger
- Inmobalia CRM
Creates a new Activity.
Scheduled
Action
- Inmobalia CRM
Creates a new Contact.
Scheduled
Action
- Inmobalia CRM
Updates an existing Contact identified by ID. Use Find Contact by Email action to know the ID of a contact by email address.
Scheduled
Action
- Inmobalia CRM
Creates a new WebLead.
Scheduled
Action
- Inmobalia CRM
Find an Activity by ID and get its details. Use it in conjunction with New Activity trigger.
Scheduled
Action
- Inmobalia CRM
Find a Contact by ID and get its details. Use it in conjunction with New Contact trigger.
Scheduled
Action
- Inmobalia CRM
Find a Property by ID and get its details. Use it in conjunction with New Property or Property Update triggers.
Scheduled
Action
- Inmobalia CRM
Find a Property by Reference and get its details.
Scheduled
Action
- Inmobalia CRM
Find a list of Contacts by email and get its details.
Scheduled
Action
- Inmobalia CRM
Find an User by username and get its details.
Scheduled
Action
- Inmobalia CRM
Find a contact by email address and get its details. If it doesn't exist it creates a new Contact with the data provided.
Scheduled
Action
How Plumsail Documents + Inmobalia CRM Integrations Work
- Step 1: Authenticate Plumsail Documents and Inmobalia CRM.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.
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