Create integrations between Plumsail Documents and Maroo to automate any workflow
WHEN THIS HAPPENS
Process FinishedAUTOMATICALLY DO THIS
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Process NameRequired
Try ItNew Client
Triggers when a new client is created by vendor dashboard.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Phone numberRequired
Payment request id (optional)
Process NameRequired
Payment Request Status Updated
Triggers when a payment request is created, updated or deleted
Try ItPayment request Id (optional)
ClientRequired
Contract amountRequired
Payment dueRequired
Payment methodRequired
Note to client (optional)
Client email