Triggers when a new contact is created.
Triggers when a new account is created.
Triggers when a new deal is created.
Triggers when an existing deal is updated.
Triggers when an existing account is updated.
Triggers when an existing contact is updated.
Add a watermark to PDF as text.
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
Compress PDF document size if possible and optimize it.
Extract text from PDF takes PDF document and extracts text to Raw or HTML format.
Convert provided file to PDF file.
This action takes images and converts them to a PDF document.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.
Learn MoreFreshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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