Plumsail Documents + OpenAsset Integrations
How to connect Plumsail Documents + OpenAsset
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
New AlbumTriggers when a new album is created.Trigger- New EmployeeTriggers when a new employee is created.Trigger
- New FileTriggers when a new file is uploaded.Trigger
- New ProjectTriggers when a new project is created.Trigger
- Create EmployeeCreates a new employee.Action
- Create ProjectCreates a new project.Action
- OpenAsset
Updates the fields for a project.
Scheduled
Action
- OpenAsset
Upload a new file.
Scheduled
Action
- OpenAsset
Find a category by id or code.
Scheduled
Action
- OpenAsset
Find an employee by id or code.
Scheduled
Action
- OpenAsset
Find a file by id or filename.
Scheduled
Action
- OpenAsset
Finds a project by id or code.
Scheduled
Action
- OpenAsset
Find or Create Employee
Scheduled
Action
- OpenAsset
Find or Create Project
Scheduled
Action
How Plumsail Documents + OpenAsset Integrations Work
- Step 1: Authenticate Plumsail Documents and OpenAsset.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 OpenAsset
OpenAsset is a cloud Digital Asset Management (DAM) solution tailored to Architecture, Engineering, Construction (AEC) and Real Estate.
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