Plumsail Documents + Nozbe Integrations
How to connect Plumsail Documents + Nozbe
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New TaskTriggers when a new task is created.Trigger- Updated (Or New) TaskTriggers when a task is updated or created.Trigger
- Create AttachmentCreates a new AttachmentAction
- Create CommentCreates a new CommentAction
- Create ProjectCreates a new ProjectAction
- Create TaskCreates a new TaskAction
- Nozbe
Updates the Task
Scheduled
Action
- Nozbe
Finds a task based on id.
Scheduled
Action
- Nozbe
Finds a task based on name.
Scheduled
Action
- Nozbe
x
Scheduled
Action
- Nozbe
x
Scheduled
Action
How Plumsail Documents + Nozbe Integrations Work
- Step 1: Authenticate Plumsail Documents and Nozbe.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.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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About Nozbe
Nozbe Teams is an organizational tool for distributed teams with the simplicity of a to-do list and the speed and versatility of communication tools like email or chat.
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