Create integrations between Plumsail Documents and Factomos to automate any workflow
WHEN THIS HAPPENS
Process Finished
AUTOMATICALLY DO THIS
Create InvoiceEndless 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 Plumsail Documents and Factomos to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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 ItArticle NameRequired
Article Type
Article description
Article unit
Article price
Article supplier price
Vat rate
ContactRequired
Estimate subject
Estimate attention
Estimate date
Article IdRequired
Article description
QuantityRequired
Price
Vat rate
Estimate Comment
Invoice PIDRequired
Payment type
Payment date
Total amount paidRequired
Process NameRequired
Contact Type
Contact Company Name
Contact Reference
Registration number
Vat Number
Contact's website
Client Phone number
Contact Description
Contact title
First name
Last nameRequired
E-mail
Phone number
Contact Language
Address
Address More
Zipcode
City
Country
ContactRequired
Invoice object
Invoice attention
Invoice date
Date of Payment
Invoice Paid Mention
Prices include tax?
Article idRequired
Article title
Article quantity
Article price
Article VAT Rate
Article Total VAT
Article description
Article line mode
Invoice Comment
Invoice creation mode in FactomosRequired
Send invoice to customer via email
WooCommerce Website DomainRequired
WooCommerce API Consumer KeyRequired
WooCommerce API Consumer SecretRequired
Product ID
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Related categories
About Factomos
Factomos is an invoicing tool that can help you create invoices and quotes.