Plumsail Documents + OfficeRnD Integrations
How to connect Plumsail Documents + OfficeRnD
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New BookingTriggers when a new booking is added.Trigger- New ContractTriggers when a new contract is added.Trigger
- New EventTriggers when a new event is added.Trigger
- New MemberTriggers when a new member is added.Trigger
- New MembershipTriggers when a new membership is added.Trigger
- Member Status UpdatedTriggers when member's status is changed.Trigger
- OfficeRnD
Triggers when a new opportunity is added.
Scheduled
Trigger
- OfficeRnD
Triggers when a new invoice is added.
Scheduled
Trigger
- OfficeRnD
Triggers when a new post is added.
Scheduled
Trigger
- OfficeRnD
Triggers when a new company is added.
Scheduled
Trigger
- OfficeRnD
Creates a new booking.
Scheduled
Action
- OfficeRnD
Creates a new event.
Scheduled
Action
- OfficeRnD
Creates a new one-off fee.
Scheduled
Action
- OfficeRnD
Creates a new member.
Scheduled
Action
- OfficeRnD
Creates a new membership.
Scheduled
Action
- OfficeRnD
Creates an opportunity for a new member. This action allows creating a new company as well.
Scheduled
Action
- OfficeRnD
Creates a new post.
Scheduled
Action
- OfficeRnD
Creates a new company.
Scheduled
Action
- OfficeRnD
Updates a booking by specified ID.
Scheduled
Action
- OfficeRnD
Find booking by id or reference
Scheduled
Action
- OfficeRnD
Find member by id, name, or email
Scheduled
Action
- OfficeRnD
Find location by id, name or city
Scheduled
Action
- OfficeRnD
Find company by id, name, or email
Scheduled
Action
How Plumsail Documents + OfficeRnD Integrations Work
- Step 1: Authenticate Plumsail Documents and OfficeRnD.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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