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Plumsail Documents + LionDesk Integrations

How to connect Plumsail Documents + LionDesk

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Supported triggers and actions

What does this mean?

How Plumsail Documents + LionDesk Integrations Work

  1. Step 1: Authenticate Plumsail Documents and LionDesk.
    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.
Connect apps
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

  • Documents
liondesk-crm logo
liondesk-crm logo

About LionDesk

LionDesk is the hub for Sales Professionals to help manage clients, transactions, automate marketing and more.
Learn more

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