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Plumsail Documents + Zoho Analytics Integrations

How to connect Plumsail Documents + Zoho Analytics

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Supported triggers and actions

What does this mean?
    • Process NameRequired

    Action
    Write
    • Choose WorkspaceRequired

    • Choose TableRequired

    • Zoho Criteria

      Enter the criteria based on which rows must be updated. If no value is entered in this field, all rows will be updated. Learn more about how to construct criteria.

    • Zoho Date Format

      Specify the data format for Date columns. Refer to this link to know the supported formats. This parameter can be used during Import of data, which has a date column, whose format is not properly identified by Zoho Analytics. Example: dd-MMM-yyyy.

    Action
    Write

How Plumsail Documents + Zoho Analytics Integrations Work

  1. Step 1: Authenticate Plumsail Documents and Zoho Analytics.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Learn more

Related categories

  • Documents
zoho-analytics logo
zoho-analytics logo

About Zoho Analytics

Zoho Analytics is a self-service BI that lets you create visually appealing data visualizations and insightful dashboards.
Learn more

Related categories

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