Plumsail Documents + Pipeline CRM Integrations

How to connect Plumsail Documents + Pipeline CRM

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Choose an Action

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Supported triggers and actions

What does this mean?

- Process NameRequired
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
Try It
- Source
- Status
Trigger
Instant
Try It
- NameRequired
- Description
- All Day?
  Indicates whether the task spans the entire day.
- Association Type
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Association ID
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Start Time
- End Time
- Category
- Owner ID
  The ID of the user to assign the event to.
Action
Write

- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
  The ID of the user the company is to be assigned to.
Action
Write
- First Name
- Check for Duplicates?
  Setting this field to true will enable duplicate email address checking, and making sure the Person record is not created if one already exists for the account with the same email address.
- Mobile
- Last Name
- Phone
- Position
  Person's position within their company (ie. CEO, VP, Manager, etc.).
- Website
- Email
- Company
  If a company with that name already exists in your PipelineDeals account, the person will be associated with that existing company. Otherwise, a company with the name will be created and the person will be associated with the newly created company.
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
  The ID of the user the person is to be assigned to.
Action
Write

- IdRequired
Action
Write
- IdRequired
- Expected Close Date
- Name
- Company Name
  If the company name is an exact match to an existing company in your PipelineDeals account, the deal will be associated to that company. If the company name is not found, a new company will be created and the deal will be associated to it.
- Primary Contact ID
  A deal can only be associated to a person if the trigger application is also PipelineDeals. If you are creating deals based on a trigger from an external application, then the deal will be created without a person associated and this field should not be used.
- Status
- Value
- Stage
- Source
  Where the deal came from.
- Summary
- User ID
  The ID of the Pipeline user to assign the deal to.
Action
Write
- Name
- Id
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
Action
Search
- NameRequired
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
  If the company name is an exact match to an existing company in your PipelineDeals account, the deal will be associated to that company. If the company name is not found, a new company will be created and the deal will be associated to it.
- Primary Contact ID
  A deal can only be associated to a person if the trigger application is also PipelineDeals. If you are creating deals based on a trigger from an external application, then the deal will be created without a person associated and this field should not be used.
- Status
- Value
- Stage
- Source
  Where the deal came from.
- Summary
- User ID
  The ID of the user the deal is to be assigned to.
Action
Search or write

- Process NameRequired
Action
Write
- Stage
- Status
- Source
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
- Person ID
  The ID of the person with whom the note should be associated to. Note: At least one of Person ID, Deal ID, or Company ID must be entered.
- Category
- Deal ID
  The ID of the deal with whom the note should be associated to. Note: At least one of Person ID, Deal ID, or Company ID must be entered.
- Company ID
  The ID of the company with whom the note should be associated to. Note: At least one of Person ID, Deal ID, or Company ID must be entered.
- Content
- User ID
  The ID of the Pipeline user authoring the activity.
- File URL
Action
Write
- NameRequired
- Description
- All Day?
  Indicates whether the task spans the entire day.
- Due Date
- Association Type
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Association ID
  A task can only be associated to a person, company, or deal if the trigger application is also PipelineDeals. If you are creating tasks based on a trigger from an external application, then the tasks will remain unassociated.
- Category
- Owner ID
  The ID of the user to assign the task to.
Action
Write
- NameRequired
- Expected Close Date
- Company Name
  If the company name is an exact match to an existing company in your PipelineDeals account, the deal will be associated to that company. If the company name is not found, a new company will be created and the deal will be associated to it.
- Primary Contact ID
  A deal can only be associated to a person if the trigger application is also PipelineDeals. If you are creating deals based on a trigger from an external application, then the deal will be created without a person associated and this field should not be used.
- Status
- Value
- Stage
- Source
  Where the deal came from.
- Summary
- User ID
  The ID of the user the deal is to be assigned to.
Action
Write
- Email
- Phone
Action
Write
- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
  The ID of the Pipeline user to assign the company to.
Action
Write
- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Position
  Person's position within their company (ie. CEO, VP, Manager, etc.).
- Website
- Email
- Company
  If a company with that name already exists in your PipelineDeals account, the person will be associated with that existing company. Otherwise, a company with the name will be created and the person will be associated with the newly created company.
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
  The ID of the Pipeline user to assign the person to.
Action
Write
- Name
- Primary Contact Email Address
- Id
Action
Search
- Name
- Id
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
  The ID of the user the company is to be assigned to.
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Check for Duplicates?
  Setting this field to true will enable duplicate email address checking, and making sure the Person record is not created if one already exists for the account with the same email address.
- Mobile
- Last Name
- Phone
- Position
  Person's position within their company (ie. CEO, VP, Manager, etc.).
- Website
- Company
  If a company with that name already exists in your PipelineDeals account, the person will be associated with that existing company. Otherwise, a company with the name will be created and the person will be associated with the newly created company.
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
  The ID of the user the person is to be assigned to.
Action
Search or write

How Plumsail Documents + Pipeline CRM Integrations Work

Step 1: Authenticate Plumsail Documents and Pipeline CRM.
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.

Connect apps

Connect Plumsail Documents + Pipeline CRM

About Plumsail Documents

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

Learn more

Related categories

Documents

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

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Plumsail Documents + Pipeline CRM Integrations

How to connect Plumsail Documents + Pipeline CRM

Connect your apps and automate workflows

Process Finished

Deal Status Changed

Status

Source

Stage

New Company

New Person

Source

Status

Create Event

NameRequired

Description

All Day?

Association Type

Association ID

Start Time

End Time

Category

Owner ID

Create Company

Name

Phone

Website

Email

Address 1

Address 2

City

State

Postal Code

Country

Description

Created By User ID

Create Person

First Name

Check for Duplicates?

Mobile

Last Name

Phone

Position

Website

Email

Company

Type

Work Address 1

Work Address 2

Work City

Work State

Work Postal Code

Work Country

Home Address 1

Home Address 2

Home City

Home State

Home Postal Code

Home Country

Status

Source

Summary

Image URL

Facebook URL

LinkedIn URL

Twitter Username

User ID

Move Deal to Next Stage

IdRequired

Update Deal

IdRequired

Expected Close Date

Name

Company Name

Primary Contact ID

Status

Value

Stage

Source

Summary

User ID