How to connect Plumsail Documents + Placetel
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Accepted CallTriggers when a call is accepted.Trigger
- Hungup CallTriggers when a call is hung up.Trigger
- Incoming CallTriggers when a new call is coming in.Trigger
- Incoming FaxWhen a new fax is incomingTrigger
- Outgoing CallTriggers when a new outbound call is placed.Trigger
- Initate CallInitiates a callAction
Send a fax to number
Send a SMS to recipient
Finds a contact by its phonenumber
FInds a SipUser
- Step 1: Authenticate Plumsail Documents and Placetel.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.