How to connect Plumsail Documents + BuzzBoard Demand
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- Process FinishedTrigger when a process finished.Trigger
- Start ProcessStart the process and return generated document.Action
- New ProspectTriggers every time a new prospect is created in BuzzBoard Demand.Trigger
- Create ProspectCreates a new Prospect.Action
- Update ProspectUpdates the existing Prospect.Action
- Step 1: Authenticate Plumsail Documents and BuzzBoard Demand.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.