How to connect Plumsail Documents + Keystone Academic Solutions
Zapier lets you send info between Plumsail Documents and Keystone Academic Solutions automatically—no code required.
When this happens...
automatically do this!
- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New LeadTriggers when a new lead is sent from SmartHub to Zapier.Trigger
- Create LeadCreates a new lead.Action
- Step 1: Authenticate Plumsail Documents and Keystone Academic Solutions.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.