Create integrations between Plumsail Documents and AI-FM to automate any workflow
WHEN THIS HAPPENS
Process FinishedAUTOMATICALLY DO THIS
Create JobEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Process NameRequired
Try ItNew Customer
Triggers when a new support Customer is created.
Try ItNew Invoice
Triggers when a new support invoice is created.
Try ItNew Worker
Triggers when a new support worker is created.
Try It
Process NameRequired
New Customer Service Location
Triggers when a new support customer service location is created.
Try ItNew Job
Triggers when a new job is created.
Try ItCustomer NameRequired
First NameRequired
Last NameRequired
Account Number
Prefix
Suffix
Birthday
Phone Number
Email
Password
Location NicknameRequired
Street AddressRequired
Apt/Suite/Unit
City
State/Province
Zip/Postal Code
Contact
Phone