Plumsail Documents + Planado Integrations
How to connect Plumsail Documents + Planado
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Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Job EventsTriggers when a job event happens.Trigger- Create JobCreates a new jobAction
How Plumsail Documents + Planado Integrations Work
- Step 1: Authenticate Plumsail Documents and Planado.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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About Planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
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