How to connect Plumsail Documents + Sellf
Zapier lets you send info between Plumsail Documents and Sellf 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 CompanyTriggers when a new company is added.Trigger
- New DealTriggers when a new deal has been created.Trigger
- New PersonTriggers when a new person is added.Trigger
- New Deal in Pipeline StageTriggers when a deal enters a specific pipeline stage.Trigger
- Create CompanyCreates a new company.Action
- Create PersonCreates a new person.Action
Creates a new deal.
Finds an existing company.
Finds an existing person.
- Step 1: Authenticate Plumsail Documents and Sellf.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.