Plumsail Documents + Odyssee Field Service Integrations
How to connect Plumsail Documents + Odyssee Field Service
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New ContactTriggers when the customer request all contact list.Trigger- New CompanyTriggers when you want to get the last modified 20 companies.Trigger
- New InvoiceTriggers when a new invoice is createdTrigger
- New InvoiceTriggers when a new invoice is created (An empty article_name will be filled by article_description)Trigger
- New ArticleTriggers when a new article is created.Trigger
- Create or Update ArticleAdd or update article in Odyssee and link it to a pre-defined price label within Odyssee Field Service.Action
- Odyssee Field Service
Create or update contact and link it to the company/account.
Scheduled
Action
- Odyssee Field Service
Create an additional job location linked to a company.
Scheduled
Action
- Odyssee Field Service
Create or update a task within Odyssee Field Service. The task can be created for any company/account linked with a contact.
Scheduled
Action
- Odyssee Field Service
Creates a Task Activity under a specific task
Scheduled
Action
- Odyssee Field Service
Allows you to Create or update an existing company (account) on your domain.
Scheduled
Action
- Odyssee Field Service
Find a company based on Company_id
Scheduled
Action
- Odyssee Field Service
Finds a contact details based on email address
Scheduled
Action
- Odyssee Field Service
Finds a Task based on the contact id
Scheduled
Action
- Odyssee Field Service
Finds a user details based on email address
Scheduled
Action
- Odyssee Field Service
Finds a contact details based on email address
Scheduled
Action
How Plumsail Documents + Odyssee Field Service Integrations Work
- Step 1: Authenticate Plumsail Documents and Odyssee Field Service.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.
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