• Plumsail Documents logoPlumsail Documents logo
  • Koan logoKoan logo

Plumsail Documents + Koan Integrations

How to connect Plumsail Documents + Koan

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  • Plumsail Documents triggers, actions, and search
    Process Finished
    Trigger when a process finished.
    Trigger
    Instant
  • Plumsail Documents triggers, actions, and search
    Start Process
    Start the process and return generated document.
    Action
    Write
  • Koan triggers, actions, and search
    Decrease Goal Metric
    Decreases the metric on a goal by the value provided.
    Action
    Write
  • Koan triggers, actions, and search
    Increase Goal Metric
    Increases the metric on a goal by the value provided.
    Action
    Write
  • Koan triggers, actions, and search
    Set Goal Metric
    Set the metric on a goal by the value provided.
    Action
    Write

How Plumsail Documents + Koan Integrations Work

  1. Step 1: Authenticate Plumsail Documents and Koan.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Related categories

koan logo
koan logo

About Koan

Koan is the simple, collaborative way to manage goals and OKRs for your entire company.

Related categories

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