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  • Perfit logoPerfit logo

Plumsail Documents + Perfit Integrations

How to connect Plumsail Documents + Perfit

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  • 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
  • Perfit triggers, actions, and search
    Add Interest to Contact
    Add an interest to a contact.
    Action
    Write
  • Perfit triggers, actions, and search
    Create/Update Contact
    Add a new contact to a list of your choosing. Can be used to update an existing contact too.
    Action
    Write
  • Perfit triggers, actions, and search
    Create List
    Create a new list.
    Action
    Write
  • Perfit triggers, actions, and search
    Duplicate Drip
    Duplicates a Drip campaign creating a new draft Drip. The new Drip is not sent until a Launch action is executed.
    Action
    Write
  • Perfit triggers, actions, and search
    Launch Drip
    Activates a draft Drip to be sent on its launch date.
    Action
    Write
  • Perfit triggers, actions, and search
    Modify Drip
    Modifies a draft Drip.
    Action
    Write
  • Perfit

    Removes a contact from a list.

    Scheduled

    Action

  • Perfit

    Removes a interest from a contact.

    Scheduled

    Action

  • Perfit

    Rename a list.

    Scheduled

    Action

  • Perfit

    Unsubscribe a contact. He/she will never receive another email from you.

    Scheduled

    Action

  • Perfit

    Search for a contact by its email.

    Scheduled

    Action

  • Perfit

    Search for a interest by its name.

    Scheduled

    Action

  • Perfit

    Search for a list by its name.

    Scheduled

    Action

How Plumsail Documents + Perfit Integrations Work

  1. Step 1: Authenticate Plumsail Documents and Perfit.
    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

perfit logo
perfit logo

About Perfit

Perfit lets you send beautiful responsive emails, manage your lists, and track the results of your campaigns.

Related categories

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