How to connect Plumsail Documents + MyDocSafe
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Form SubmissionTriggers when a from of that company is submitted.Trigger
- Proposal LostTriggers when a proposal is lost.Trigger
- Proposal SentTriggers when a proposal is sent.Trigger
- Proposal StartedTriggers when a proposal is started.Trigger
- Proposal WonTriggers when a proposal is won.Trigger
- Sign CompletedTriggers when a document sign is completed.Trigger
Triggers when a document signature is rejected.
Triggers when a document sign request is sent.
- Step 1: Authenticate Plumsail Documents and MyDocSafe.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.