Plumsail Documents + InvestorLift Integrations
How to connect Plumsail Documents + InvestorLift
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Choose an Action
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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 ItEmailRequired
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
- 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.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About InvestorLift
InvestorLift's software powers the most profitable real estate investing businesses in America.
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