How to connect Plumsail Documents + Platform.ly
Zapier lets you send info between Plumsail Documents and Platform.ly automatically—no code required.
When this happens...
automatically do this!
- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New ContactTriggers when a new contact is created.Trigger
- New Custom FieldTriggers when a new custom field is created.Trigger
- New SegmentTriggers when a new segment is created.Trigger
- New TagTriggers when a new tag is created.Trigger
- Add Segment to ContactAdd segment to contact.Action
- Remove Segment From ContactRemove Segment from Contact.Action
Add tag to contact.
Creates a new contact.
Updates contact info.
- Step 1: Authenticate Plumsail Documents and Platform.ly.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.