How to connect Plumsail Documents + RevBoss
Zapier lets you send info between Plumsail Documents and RevBoss automatically—no code required.
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- Prospect EventTriggers when a Prospect completes a specified event.Trigger
- Create ContactCreates a new contact in RevBoss.Action
- Add Contact to SuppressionAdds a new contact to suppression RevBoss and tags it as a lead if it exists.Action
- Step 1: Authenticate Plumsail Documents and RevBoss.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.