Plumsail Documents + Process Street Integrations
How to connect Plumsail Documents + Process Street
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Process NameRequired
Try ItData SetRequired
Only trigger for new records added to this data set.
Try ItData SetRequired
Only trigger for records updated in this data set.
Try ItWorkflow
If you want to use form fields, you need to select a workflow on this step.
Try It
Process NameRequired
Data SetRequired
Only trigger for records deleted from this data set.
Try ItWorkflow
If you want to use form fields, you need to select a workflow on this step.
Author
The email address of the author of the attachment (matches any author if left blank).
Try ItWorkflow
If you want to use form fields, you need to select a workflow on this step.
Author
The email address of the author of the comment (matches any author if left blank).
Try It
How Plumsail Documents + Process Street Integrations Work
- Step 1: Authenticate Plumsail Documents and Process Street.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.
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