How to connect Plumsail Documents + Lumeer
Zapier lets you send info between Plumsail Documents and Lumeer automatically—no code required.
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Record Created in a TableTriggers when a new Record in the given Table is created.Trigger
- Record Updated in a TableTriggers when a Record in the given Table gets updated.Trigger
- Create Record in a TableCreates a new Record with specified Attributes and values in the given TableAction
- Find Record in a TableFinds an existing new Record(s) matching the specified criteria in the given TableAction
- Update Record in a TableUpdates an existing Record in the given TableAction
- Step 1: Authenticate Plumsail Documents and Lumeer.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.