Plumsail Documents + EspoCRM Integration

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Create Your Own Plumsail Documents & EspoCRM Integration Without Any Code

Create Custom Workflow

Process is finished in Plumsail Documents Instant
Contact is created in EspoCRM Instant
Contact is deleted in EspoCRM Instant
Contact is updated in EspoCRM Instant
Task is created in EspoCRM Instant
Task is updated in EspoCRM Instant
Task is deleted in EspoCRM Instant
Account is created in EspoCRM Instant
Opportunity is created in EspoCRM Instant
Meeting is created in EspoCRM Instant
Opportunity is updated in EspoCRM Instant
Case is created in EspoCRM Instant
Account is updated in EspoCRM Instant
Account is deleted in EspoCRM Instant
Opportunity is deleted in EspoCRM Instant
Case is updated in EspoCRM Instant
Case is deleted in EspoCRM Instant
Meeting is updated in EspoCRM Instant
Meeting is deleted in EspoCRM Instant
Lead is updated in EspoCRM Instant
Lead is created in EspoCRM Instant
Lead is deleted in EspoCRM Instant
Call is created in EspoCRM Instant
Call record is updated in EspoCRM Instant
Call is deleted in EspoCRM Instant

Convert doc to docx in Plumsail Documents
Convert images to pdf in Plumsail Documents
Convert pdf to png in Plumsail Documents
Convert pdf to jpeg in Plumsail Documents
Convert ppt to pptx in Plumsail Documents
Convert pptx to pdf in Plumsail Documents
Convert pdf to text in Plumsail Documents
Merge docx in Plumsail Documents
Merge pdf in Plumsail Documents
Add image watermark to pdf in Plumsail Documents
Convert csv to excel in Plumsail Documents
Extract from archive in Plumsail Documents
Create archive in Plumsail Documents
Compress pdf in Plumsail Documents
Convert docx to pdf in Plumsail Documents
Search process by name in Plumsail Documents
Start a process in Plumsail Documents
Convert xls to xlsx in Plumsail Documents
Fill merge fields in docx document in Plumsail Documents
Protect pdf in Plumsail Documents
Generate document from xlsx template in Plumsail Documents
Generate document from pptx template in Plumsail Documents
Generate document from html template in Plumsail Documents
Generate document from fillable pdf in Plumsail Documents
Generate document from docx template in Plumsail Documents
Convert xlsx to pdf in Plumsail Documents
Convert pdf to bmp in Plumsail Documents
Convert html to docx in Plumsail Documents
Convert html to pdf in Plumsail Documents
Fill in pdf form in Plumsail Documents
Split pdf in Plumsail Documents
Add pdf watermark to pdf in Plumsail Documents
Add text watermark to pdf in Plumsail Documents
Search lead by name in EspoCRM
Create contact in EspoCRM
Search contact in EspoCRM
Update contact in EspoCRM
Delete contact in EspoCRM
Create lead in EspoCRM
Search lead email in EspoCRM
Update lead in EspoCRM
Delete lead in EspoCRM
Create task in EspoCRM
Create account in EspoCRM
Create case in EspoCRM
Create meeting in EspoCRM
Search account in EspoCRM
Update account in EspoCRM
Delete opportunity in EspoCRM
Delete meeting in EspoCRM
Create opportunity in EspoCRM
Search opportunity in EspoCRM
Search meeting in EspoCRM
Update opportunity in EspoCRM
Update meeting in EspoCRM
Search case in EspoCRM
Update case in EspoCRM
Delete account in EspoCRM
Delete case in EspoCRM
Create call in EspoCRM
Search call in EspoCRM
Update call in EspoCRM
Delete call in EspoCRM

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You Can Also Connect Plumsail Documents or EspoCRM With 1200+ Other Apps

Plumsail Documents automates document creation and management, streamlining workflows for seamless data integration and customization. Simplify your document processes with Plumsail's versatile solutions.

See Plumsail Documents Integrations

EspoCRM is a free and open-source CRM software that helps businesses manage their customer relationships more efficiently. It provides an easy-to-use interface that allows users to see, enter and evaluate all company relationships regardless of the type.

See EspoCRM Integrations