Aesthetix CRM + Plumsail Documents Integration

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Aesthetix CRM + Plumsail Documents Integration
1.
  • Aesthetix CRM
    Task is added in Aesthetix CRM Instant
  • Aesthetix CRM
    Birthday reminder is sent in Aesthetix CRM Instant
  • Aesthetix CRM
    Custom date reminder is received in Aesthetix CRM Instant
  • Aesthetix CRM
    Pipeline stage is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Call status is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Customer booked an appointment in Aesthetix CRM Instant
  • Aesthetix CRM
    Customer replies in Aesthetix CRM Instant
  • Aesthetix CRM
    Opportunity is staled in Aesthetix CRM Instant
  • Aesthetix CRM
    Task reminder is received in Aesthetix CRM Instant
  • Aesthetix CRM
    Trigger link is clicked in Aesthetix CRM Instant
  • Aesthetix CRM
    Opportunity status is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Note is added in Aesthetix CRM Instant
  • Aesthetix CRM
    Order form is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Form is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Survey is submitted in Aesthetix CRM Instant
  • Aesthetix CRM
    Contact tag is changed in Aesthetix CRM Instant
  • Aesthetix CRM
    Appointment is created in Aesthetix CRM Instant
  • Aesthetix CRM
    Email event occurs in Aesthetix CRM Instant
  • Plumsail Documents
    Process is finished in Plumsail Documents Instant
2.
  • Aesthetix CRM
    Create contact in Aesthetix CRM
  • Aesthetix CRM
    Search contact in Aesthetix CRM
  • Aesthetix CRM
    Update contact in Aesthetix CRM
  • Aesthetix CRM
    Add lead to campaign in Aesthetix CRM
  • Aesthetix CRM
    Stop all campaigns for lead in Aesthetix CRM
  • Aesthetix CRM
    Create account in Aesthetix CRM
  • Aesthetix CRM
    Create user in Aesthetix CRM
  • Aesthetix CRM
    Create opportunity in Aesthetix CRM
  • Aesthetix CRM
    Update opportunity in Aesthetix CRM
  • Aesthetix CRM
    Search opportunity in Aesthetix CRM
  • Aesthetix CRM
    Create task in Aesthetix CRM
  • Aesthetix CRM
    Create note in Aesthetix CRM
  • Plumsail Documents
    Add pdf watermark to pdf in Plumsail Documents
  • Plumsail Documents
    Compress pdf in Plumsail Documents
  • Plumsail Documents
    Create archive in Plumsail Documents
  • Plumsail Documents
    Extract from archive in Plumsail Documents
  • Plumsail Documents
    Convert csv to excel in Plumsail Documents
  • Plumsail Documents
    Convert doc to docx in Plumsail Documents
  • Plumsail Documents
    Merge pdf in Plumsail Documents
  • Plumsail Documents
    Merge docx in Plumsail Documents
  • Plumsail Documents
    Convert pdf to text in Plumsail Documents
  • Plumsail Documents
    Convert pptx to pdf in Plumsail Documents
  • Plumsail Documents
    Convert ppt to pptx in Plumsail Documents
  • Plumsail Documents
    Convert pdf to jpeg in Plumsail Documents
  • Plumsail Documents
    Convert pdf to png in Plumsail Documents
  • Plumsail Documents
    Convert images to pdf in Plumsail Documents
  • Plumsail Documents
    Add image watermark to pdf in Plumsail Documents
  • Plumsail Documents
    Add text watermark to pdf in Plumsail Documents
  • Plumsail Documents
    Convert docx to pdf in Plumsail Documents
  • Plumsail Documents
    Split pdf in Plumsail Documents
  • Plumsail Documents
    Fill in pdf form in Plumsail Documents
  • Plumsail Documents
    Convert html to pdf in Plumsail Documents
  • Plumsail Documents
    Convert html to docx in Plumsail Documents
  • Plumsail Documents
    Convert pdf to bmp in Plumsail Documents
  • Plumsail Documents
    Convert xlsx to pdf in Plumsail Documents
  • Plumsail Documents
    Convert xls to xlsx in Plumsail Documents
  • Plumsail Documents
    Generate document from docx template in Plumsail Documents
  • Plumsail Documents
    Generate document from fillable pdf in Plumsail Documents
  • Plumsail Documents
    Generate document from html template in Plumsail Documents
  • Plumsail Documents
    Generate document from pptx template in Plumsail Documents
  • Plumsail Documents
    Generate document from xlsx template in Plumsail Documents
  • Plumsail Documents
    Protect pdf in Plumsail Documents
  • Plumsail Documents
    Fill merge fields in docx document in Plumsail Documents
  • Plumsail Documents
    Search process by name in Plumsail Documents
  • Plumsail Documents
    Start a process in Plumsail Documents
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