Plumsail Documents + InvestorLift Integrations

How to connect Plumsail Documents + InvestorLift

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Supported triggers and actions

What does this mean?
    • Process NameRequired

    • EmailRequired

    • First NameRequired

    • Last NameRequired

    • Phone Number

    • PasswordRequired

    • Password ConfirmationRequired

    • Company Address

    • Website URL

    • Asking Price Min

    • Asking Price Max

    • Year Built Min

    • Year Built Max

    • Square Footage Min

    • Square Footage Max

    • Bedrooms Min

    • Bedrooms Max

    • Bathrooms Min

    • Bathrooms Max

    • Owner Occupied


How Plumsail Documents + InvestorLift Integrations Work

  1. Step 1: Authenticate Plumsail Documents and InvestorLift.
    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.
plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Related categories

  • Documents
investorlift logo
investorlift logo

About InvestorLift

InvestorLift's software powers the most profitable real estate investing businesses in America.

Related categories

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