How to connect Plumsail Documents + Limo Anywhere
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New AccountTriggers when a new customer account is created.Trigger
- New Finalized InvoiceTriggers when an invoice is marked as 'FINALIZED'.Trigger
- New Paid BillTriggers when a paid bill is created. Works for Affiliate and Agent bills.Trigger
- New Driver Pay LogTriggers when a new driver pay log is created.Trigger
- New PaymentTriggers when a new payment is recorded.Trigger
- New Quote RequestTriggers when a new quote request is created.Trigger
- Limo Anywhere
Triggers when a new reservation is created.
Instant
Trigger
- Limo Anywhere
Triggers when the payment status of a trip is set to 'PAID'. Works for reservations that are not on an invoice and are not set to be invoiced/direct billed.
Instant
Trigger
- Limo Anywhere
Triggers when an account is updated.
Instant
Trigger
- Limo Anywhere
Triggers when a reservation is updated.
Instant
Trigger
- Limo Anywhere
Creates an account.
Scheduled
Action
- Limo Anywhere
Creates a quote request.
Scheduled
Action
- Limo Anywhere
Creates a reservation.
Scheduled
Action
- Limo Anywhere
Find an account by ID.
Scheduled
Action
How Plumsail Documents + Limo Anywhere Integrations Work
- Step 1: Authenticate Plumsail Documents and Limo Anywhere.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.
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