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9+ Email Templates

Automate Clio Task and Calendar Management from Outlook

Instant Trigger

- Find Matter id exists
  Add Step

Continue from here

Create Calendar Entry

Automate Event Registration & Tracking

Instant Trigger

Add a registrant to a meeting

Add Multiple Rows

Automate Google Sheet-to-PDF and Email with Plumsail & Gmail

Runs Every 15 Minutes

Get File or Folder by ID

Convert Any to PDF

Automate Lead Creation in SangamCRM from Typeform Submissions

Instant Trigger

Create a new lead

Automate Legal Task and Calendar Management in Clio

Instant Trigger

- find matter then create task
  Add Step

Continue from here

Create Calendar Entry

Automate Invoice Intake from Dropbox to Email (Compressed PDF)

Runs Every 15 Minutes

Create Shared Link

generate_download_link

Compress PDF Document

Automate Welcome Emails for New Subscribers

Mini Course Generator

Instant Trigger

Automate Post-Interview Feedback Reminders

This cron expression schedules a job to run daily at 10:00 AM.

- feedback submitted is true
  Add Step
- feedback submitted not true
  IF
  slack id empty
  Send Mail
  Add Step
  slack id not null or empty
  Send Direct Message
  Add Step
  Continue from here
  Update Spreadsheet Row
  Add Step

Continue from here

Automate New Contact Creation and Confirmation Email with Brevo & Gmail

Instant Trigger

Create New Contact