Plumsail Documents + karmaCRM Integrations
How to connect Plumsail Documents + karmaCRM
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New CompanyTriggers when a new company is created.Trigger- New ContactTriggers when a new contact is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Update ContactTriggers when a contact is updated.Trigger
- Create CompanyCreates new company.Action
- Create ContactCreates a new contact.Action
- karmaCRM
Creates new deal.
Scheduled
Action
- karmaCRM
Creates a new task.
Scheduled
Action
- karmaCRM
Finds an existing company.
Scheduled
Action
- karmaCRM
Finds an existing contact.
Scheduled
Action
- karmaCRM
Find or Create Company
Scheduled
Action
- karmaCRM
Find or Create Contact
Scheduled
Action
How Plumsail Documents + karmaCRM Integrations Work
- Step 1: Authenticate Plumsail Documents and karmaCRM.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 karmaCRM
KarmaCRM is a simple CRM that helps you nurture personalized relationships at scale by connecting your email, calendar and team to bring all your data into a single place.
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