• Plumsail Documents logoPlumsail Documents logo
  • Orbit logoOrbit logo

Plumsail Documents + Orbit Integrations

How to connect Plumsail Documents + Orbit

Zapier lets you send info between Plumsail Documents and Orbit automatically—no code required.

When this happens...
automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
  • Plumsail Documents triggers, actions, and search
    Process Finished
    Trigger when a process finished.
    Trigger
    Instant
  • Plumsail Documents triggers, actions, and search
    Start Process
    Start the process and return generated document.
    Action
    Write
  • Orbit triggers, actions, and search
    New Activity
    Triggers when a new activity is created in Orbit
    Trigger
    Scheduled
  • Orbit triggers, actions, and search
    Create Activity
    Save an activity to a Member profile in Orbit.
    Action
    Write
  • Orbit triggers, actions, and search
    Create Member
    Add a new member to your Orbit workspace.
    Action
    Write
  • Orbit triggers, actions, and search
    Create Member Note
    Creates a new note for a member in your Orbit workspace. If the member cannot be found, then a new member is first created and the note added to the new member.
    Action
    Write
  • Orbit triggers, actions, and search
    Update Member
    Updates a Member's profile on your Orbit workspace.
    Action
    Write
  • Orbit triggers, actions, and search
    Get a Member
    Retrieves a Member in a Workspace using their member ID or slug
    Action
    Search
  • Orbit

    Finds a member in your Orbit workspace using their email address, or Twitter, GitHub, Discord, or LinkedIn username.

    Scheduled

    Action

How Plumsail Documents + Orbit Integrations Work

  1. Step 1: Authenticate Plumsail Documents and Orbit.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Related categories

orbit logo
orbit logo

About Orbit

Grow your community and prove ROI with Orbit, the community experience platform for delivering stellar member experience.
Learn more

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy