How to connect Plumsail Documents + Simpro
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New Company Customer
Triggers when a company customer is created.Try ItTriggerInstant
New Individual Customer
Triggers when an individual customer is created.Try ItTriggerInstant
Triggers when a job is created.Try ItTriggerInstant
Company Customer Updated
Triggers when a company customer is updated.Try ItTriggerInstant
Individual Customer Updated
Triggers when an individual customer is updated.Try ItTriggerInstant
Triggers when a job is updated.Try ItTriggerInstant
How Plumsail Documents + Simpro Integrations Work
- Step 1: Authenticate Plumsail Documents and Simpro.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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