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Plumsail Documents + LassoCRM Integrations

How to connect Plumsail Documents + LassoCRM

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Supported triggers and actions

What does this mean?
    • Process NameRequired

    Action
    Write
    • BodyRequired

      Body text to append to an existing history item e.g. "Talked with Jane Doe and they are no longer interested...".

    • CreatedBy - First Name

      First Name of the person that created the history item.

    • CreatedBy - Last Name

      Last Name of the person that created the history item.

    • Date

      Date of history item to update.

    • Registrant IDRequired

      The ID associated with the registrant on a project.

    • History IDRequired

      The ID associated with the history item of a registrant.

    • Subject

      Subject of history item to update e.g. "Left a voice message".

    • Type

      Type of history item to update; Email, Phone, etc.

    Action
    Write
    • Automatically merge duplicates

      Automatically merge with orginal to avoid duplicates. Supports question-answers, notes and history

    • Title

      Name title of the person.

    • First NameRequired

      First name of this registrant.

    • Last NameRequired

      Last name of this registrant.

    • Email

      Email address for registrant.

    • Email Type

      Email address type one of Home, Work, Personal, Other

    • Phone

      Phone number for this registrant.

    • Phone Type

      Phone number type one of Home, Mobile, Work, Other

    • Address

      Address of this registrant.

    • City

      City of this registrant.

    • Country

      Country of this registrant.

    • State

      State of this registrant.

    • ZipCode

      Zip Code of this registrant.

    • Address Type

      Address of this registrant i.e. Work, Home, etc.

    • Contact Preference

      The contactPreference associated with the Person.

    • Company

      The company the person is associated with.

    • Birthday

      The birthday associated with the Person.

    • Nickname

      The nickname associated with the Person.

    • Rating

      Rating to assign to registrant.

    • Follow Up Process

    • History Body

    • History Subject

    • History Type

    • Note

      Use this field to record comments as notes in Lasso.

    • Source Type

      Source of registrant i.e. Online Registration, Call In, etc.

    • Secondary Source Type

      Secondary Source of registrant.

    • Send Sales Rep Assignment Notification

      Select whether to send email notifications to the assigned sales rep. Note: Defaults to true/yes.

    • Rotation

      Select a sales sep Rotation. If not selected the default rotation will be used.

    • Thank You Email by Id

      Provide the id of an email template to have an auto reply sent to the registrant.

    • Domain Account ID for website tracking for a Registrant

      Provide the domain account ID

    • GUID for website tracking for a Registrant

      Provide the website tracking GUID

    • 1 - Question

      Select a Question from the dropdown to be answered below.

    • 1 - Answer

      Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).

    • 2 - Question

      Select a Question from the dropdown to be answered below.

    • 2 - Answer

      Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).

    • 3 - Question

      Select a Question from the dropdown to be answered below.

    • 3 - Answer

      Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).

    • 4 - Question

      Select a Question from the dropdown to be answered below.

    • 4 - Answer

      Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).

    • 5 - Question

      Select a Question from the dropdown to be answered below.

    • 5 - Answer

      Select the to the Question selected above. Note: multi select and checkbox inputs are delimited by comma ( , ).

    • Would you like to add more questions?

    Action
    Write

How Plumsail Documents + LassoCRM Integrations Work

  1. Step 1: Authenticate Plumsail Documents and LassoCRM.
    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.
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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.
Learn more

Related categories

  • Documents
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lassocrm logo

About LassoCRM

LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the marketing process.
Learn more

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