Create sales contracts on new Google Forms submission or new rows in Google Sheets Actually, a similar approach will work for any business documents you need to generate from Zoho CRM data. Sounds great, doesn't it? It's easily achievable with Plumsail Documents connected to Zoho CRM in Zapier. Whenever a new sales order is placed in Zoho CRM, a branded invoice is automatically generated and sent to your customers. Generate invoices for each sales order in Zoho CRM Connect it to Smartsheet in Zapier to instantly populate your business forms. Instead of that, you can use Plumsail Documents. Using Smartsheet, you may face limitations of its document builder. Automatically populate business forms with Smartsheet data Use this Zapier automation with JotForm and Plumsail Documents. Make life easy for your sales team and set up the automated generation and sending of sales quotes. Automate sales quotes from JotformĪutomatic quoting customers makes the chances they will turn into paying customers much higher. Here is when Plumsail Documents and Zapier come in handy. It's a quite common request to transform Typeform entry data into beautiful documents. Typeform is a popular and powerful form builder that many people use to collect data. Instantly generate customized business documents using Typeform entry data. Generate custom business documents from Typeform A cool addition to it will be Plumsail Documents, so you can populate your sales documents such as proposals, contracts, invoices, and more with data from Hubspot CRM. Hubspot CRM is a great tool to automate the entire sales pipeline. Automate creating contracts from Hubspot CRM With Plumsail Documents and Zapier, you can easily merge Wufoo form submission data into ready completed documents. With Wufoo forms, you can create and embed registration, application, lead capture, and other forms onto your site. Automate sales proposals from Wufoo forms It would do all the work for you without any manual interruption. If you're running online courses and would like to automate creating and sending diplomas on course completion, try this Zapier automation for Plumsail Documents and Teachable. Create certificates of completion and diplomas from Teachable The solution is here - connect Shopify to Plumsail Documents in Zapier and automatically send documents from Shopify to your customers. Selling your products and services using Shopify? Then you might have already felt that limitation when it comes to customizing payment documents such as invoices and receipts. Send customized payment receipts from Shopify Verified User in Legal Services at g2.com 2. This allows me to create reports from multiple Airtable tables. Rick Treccase, Head of Resourcing at Proud Partners I love that the Word markup can easily support list objects that I pass to Plumsail Documents with Zapier. Being able to tie Plumsail to Airtable via Zapier is absolutely fantastic in generating the many documents required to arrange visa applications for foreigner laborers coming to Japan. It could be simple invoices and contracts, or complicated fillable forms, depending on your needs. Ways to automate document generation from Airtable are endless. In Airtable, you can track projects and campaigns, manage products, orders, and contacts, and do much more! Look like Airtable is one of the most flexible platforms! Create contracts and other documents from AirtableĪirtable allows you to create and share relational databases and build collaborative apps for various needs. We got inspired by how our customers automate their paperwork using Plumsail Documents and Zapier and decided to pick up the most popular ways of automating documents in Zapier and share them. Emma Hindley, Head of Knowledge & Innovation at Erevena This helped our team cut back time spent formatting responses and has increased productivity. Using Plumsail we have managed to automate these processes and send emails/ save documents to the shared library without having to do anything. You may not see its benefits at once, but when you start automating documents, you get how much time it saves, speeds up your communications, and makes documentation more accurate and error-free. Click the "subscribe" button above to stay tuned!Īdding document automation could significantly boost your business performance. We talk about document creation, online forms, and forms for SharePoint, cover topics in general, and show real use cases in the example of Plumsail apps when possible and applicable so that all the readers can find new ideas and inspiration. Hi there!□ We share practical and use-based tips on Documents & Forms automation.
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