How to connect Plumsail Documents + Patient Communicator
Zapier lets you send info between Plumsail Documents and Patient Communicator automatically—no code required.
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New Appointment ConfirmationTriggers when a patient confirms an appointment.Trigger
- New Online FormTriggers when a patient fills a new Online Form for your Patient Communicator account.Trigger
- New Incoming SMSTriggers when a new SMS is received in your Patient Communicator account.Trigger
- New Online AppointmentTriggers when a new Appointment is scheduled in the Online Scheduler for your Patient Communicator account.Trigger
- Step 1: Authenticate Plumsail Documents and Patient Communicator.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.