How to connect Plumsail Documents + Keap
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Triggers when a new invoice is created.Try ItTriggerInstant
New Payment (All Payment Type)
Triggers when any payment is made regardless of the payment type. Credit Card Payments, Cash Payments, and Check Payments.Try ItTriggerInstant
- Step 1: Authenticate Plumsail Documents and Keap.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.