Plumsail Documents + InvestorLift Integrations
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Process NameRequired
Try It
New Buyer
Triggers when there's a new Buyer.
Try ItNew Offer
Triggers when there's a new Offer.
Try ItUpdate Lead
Triggers when Lead updated.
Try It
Process NameRequired
New Lead
Triggers when there's a new Lead.
Try ItOffer Accepted
Triggers when Offer Accepted.
Try ItStreet AddressRequired
Example street address is: 5756 Amelia Springs Cir
CityRequired
Example city is: Haymarket
CountyRequired
Example county: Prince William County
StateRequired
Example state value: VA
ZipRequired
LatitudeRequired
Example latitude value: 38.834967
LongitudeRequired
Example longitude value: -77.661256
Countertops
Appliances
Kitchen
Bathrooms Condition
Yard
Exterior
Priority
Timeframe
Feel
Asking Price
Bathrooms
Half Bathrooms
Bedrooms
EmailRequired
First NameRequired
Last NameRequired
Phone NumberRequired
Example phone number: (111) 111-1111 (10-11 digits)
Contact Me
Message
Zestimate
Unit
Year Built
Lot Size
Square Footage
UTM Source
UTM Medium
UTM Campaign
UTM Term
UTM Content
Note
How to connect Plumsail Documents + InvestorLift
- Step 1: Authenticate Plumsail Documents and InvestorLift.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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