Plumsail Documents + Kustomer Integrations

How to connect Plumsail Documents + Kustomer

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Supported triggers and actions

What does this mean?

Process Finished
Trigger when a process finished.
Trigger
Instant
Start Process
Start the process and return generated document.
Action
Write
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Conversation Updated
Triggers when a conversation is updated.
Trigger
Instant
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Message Created
Triggers when a new message is created.
Trigger
Instant
Message Updated
Triggers when a message is updated.
Trigger
Instant
Kustomer
Creates a Conversation
Scheduled
Action
Kustomer
Create a new customer in Kustomer
Scheduled
Action
Kustomer
Creates a Note
Scheduled
Action
Kustomer
Creates a User
Scheduled
Action
Kustomer
Update a Conversation
Scheduled
Action
Kustomer
Update an existing customer in Kustomer
Scheduled
Action
Kustomer
Finds a Conversation
Scheduled
Action
Kustomer
Finds a Customer
Scheduled
Action
Kustomer
Finds a User
Scheduled
Action
Kustomer
Finds a conversation
Scheduled
Action
Kustomer
Finds a Customer
Scheduled
Action
Kustomer
Finds a User
Scheduled
Action

How Plumsail Documents + Kustomer Integrations Work

Step 1: Authenticate Plumsail Documents and Kustomer.
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.

Connect apps

Connect Plumsail Documents + Kustomer

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

Documents

About Kustomer

Kustomer is a powerful omnichannel customer service solution.

Related categories

Customer Support

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