Plumsail Documents + PTminder Integrations
How to connect Plumsail Documents + PTminder
Zapier lets you send info between Plumsail Documents and PTminder automatically—no code required.
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
Process FinishedTrigger when a process finished.Trigger- Start ProcessStart the process and return generated document.Action
Class CreatedTriggers when a class booking is created.Trigger- Class UpdatedTriggers when a class booking is updated.Trigger
- Client CreatedTriggers when a new client is created.Trigger
- Client UpdatedTriggers when a client is updated.Trigger
- Client Membership AssignedTriggers when a client membership is assigned/purchased.Trigger
- Client Membership CancelledTriggers when a client membership is manually cancelled by a user.Trigger
- PTminder
Triggers when a client membership ends due to the expiration date.
Instant
Trigger
- PTminder
Triggers when a client package is assigned/purchased.
Instant
Trigger
- PTminder
Triggers when a package finishes due to all the credits being used up.
Instant
Trigger
- PTminder
Triggers when a client product is assigned/purchased.
Instant
Trigger
- PTminder
Triggers when a session booking is created.
Instant
Trigger
- PTminder
Triggers when a session booking is updated.
Instant
Trigger
- PTminder
Creates a Client in PTminder
Scheduled
Action
How Plumsail Documents + PTminder Integrations Work
- Step 1: Authenticate Plumsail Documents and PTminder.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
Related categories
About PTminder
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.