Plumsail Documents + PTminder Integrations
How to connect Plumsail Documents + PTminder
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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.
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