How to connect Plumsail Documents + Tookan
Zapier lets you send info between Plumsail Documents and Tookan 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
- Create an Appointment TaskCreates an Appointment Task.Action
- Create a Delivery TaskCreates a new Delivery Task.Action
- Create an FOS Workflow TaskCreates an FOS workflow Task.Action
- Create a Pick Up TaskCreates a new Pick Up Task.Action
- Create a Pick and Delivery TaskCreates a Pick and Delivery Task.Action
- Step 1: Authenticate Plumsail Documents and Tookan.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.