How to connect Plumsail Documents + Makesbridge
Zapier lets you send info between Plumsail Documents and Makesbridge automatically—no code required.
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New Exported Contact From AutobotTriggers when a contact opens, clicks or visits your website. You may also select custom export triggers from your Makesbridge account.Trigger
- New Exported Contact From WorkflowTriggers when a contact opens, clicks, or visits your website through a workflow. You may also select custom export triggers from your Makesbridge account.Trigger
- Create, Update, and Tag ContactsAutomatically add new contacts, update contact field values, and assign tags to contact records.Action
- Insert a Contact Into WorkflowDirectly insert a Contact into a Workflow at any Step you specify in the Add from Zapier section of a Makesbridge Workflow. This is useful when you want to add contacts into automated flows regardless of the Workflow's rule filters. For example, if a Contact converts on a new landing page and doesn't meet Workflow rules but should be added to a New Lead Follow Up Workflow.Action
- Remove a Contact From WorkflowDirectly removes Contacts from a Workflow. This is useful when you need remove a Contact that is no longer aligned with the Workflow's objective, yet their attributes still meet the Workflow's criteria. For example, instantly remove a Contact from a Sales Meeting Outreach workflow when they set a meeting using Calendly.Action
- Suppress SubscriberAdd a subscriber to a suppress list.Action
- Step 1: Authenticate Plumsail Documents and Makesbridge.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.