Plumsail Documents + Kulea Integrations
How to connect Plumsail Documents + Kulea
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New or Updated CRM DataTriggers when new contact data is created or updated in one of the Data fields of Kulea. The Data fields are typically all the fields you add to your CRM.Trigger- Email OpenedTriggers when any contact opens a new email. Note that this could trigger a lot of zap tasks if you have a successful large email campaign.Trigger
- New File DownloadedTriggers whenever a file is downloaded by a contact.Trigger
- Lead Score UpdatedTriggers when any contact's lead score is updated. Note that this could incur quite a lot of zap tasks depending on your lead score strategy.Trigger
- Create New ContactCreate Kulea Contact.Action
- Find ContactFind Kulea Contact.Action
- Kulea
Find or Create Contact
Scheduled
Action
How Plumsail Documents + Kulea Integrations Work
- Step 1: Authenticate Plumsail Documents and Kulea.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 Kulea
Kulea is a marketing automation and personalisation platform build for SMEs.
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