Plumsail Documents + Placetel Integrations
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
- Placetel
Send a fax to number
Scheduled
Action
- Placetel
Send a SMS to recipient
Scheduled
Action
- Placetel
Finds a contact by its phonenumber
Scheduled
Action
- Placetel
FInds a SipUser
Scheduled
Action
How Plumsail Documents + Placetel Integrations Work
- 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.
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
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