How to connect Plumsail Documents + Spotio
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Triggers when activity event (for example Visit, Call, Email) is created.Try ItTriggerInstant
Triggers when activity event (for example Visit, Call, Email) is updated.Try ItTriggerInstant
Document Added to Record
Triggers when document is added to record.Try ItTriggerInstant
Activity Created or Updated
Triggers when activity event (for example Visit, Call, Email) is created or updated.Try ItTriggerInstant
Triggers when appointment for lead is created.Try ItTriggerInstant
Triggers when record is created.Try ItTriggerInstant
How Plumsail Documents + Spotio Integrations Work
- Step 1: Authenticate Plumsail Documents and Spotio.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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