Plumsail Documents + SetSchedule Integrations
Zapier lets you send info between Plumsail Documents and SetSchedule automatically—no code required. With 5,000+ supported apps, the possibilities are endless.
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Process NameRequired
Try ItNew Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Can be "Sell", "Buy" or "Rent"
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
USHCN 2-digit State Codes ("CA", "CT", "AR")
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Can be "Sell", "Buy" or "Rent"
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
Process NameRequired
Opportunity Updated
Triggers when an opportunity was updated.
Try ItOpportunity IDRequired
Your identifier of an opportunity to be able to update it
NotesRequired
Temperature
Next Activity
Schedule ToRequired
How to connect Plumsail Documents + SetSchedule
- Step 1: Authenticate Plumsail Documents and SetSchedule.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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