Integrations Reply Plumsail Documents
Reply + Plumsail Documents

Connect Reply and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Reply

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Enable Integrations or automations with these events of Reply and Plumsail Documents

Enable Integrations or automations with these events of Reply and Plumsail Documents

Actions

Mark as Finished

Mark as Finished

Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).

Remove Person From Campaign

Remove Person From Campaign

Removes a person from a specific campaign in an array of campaigns.

Create Person and Push to Campaign

Create Person and Push to Campaign

Creates a person and immediately adds them to a campaign.

Create Person

Create Person

Creates a new person.

Add Step to Campaign

Add Step to Campaign

Adds a new step to an existing campaign.

List Campaigns

List Campaigns

Get List of Campaigns

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Frequently Asked Questions

How do I start an integration between Reply and Plumsail Documents?

To start, connect both your Reply and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Reply triggers actions in Plumsail Documents (or vice versa).

Can we customize how data from Reply is recorded in Plumsail Documents?

Absolutely. You can customize how Reply data is recorded in Plumsail Documents. This includes choosing which data fields go into which fields of Plumsail Documents, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Reply and Plumsail Documents?

The data sync between Reply and Plumsail Documents typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Reply to Plumsail Documents?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Reply and Plumsail Documents?

Yes, you can set conditional logic to control the flow of data between Reply and Plumsail Documents. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Reply

About Reply

Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.

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Plumsail Documents

About Plumsail Documents

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.

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