Plumsail Documents + Halopsa Integration
Connect Plumsail Documents to Halopsa in 1 click
Free forever.Use premium features free for 14 days.1.
Process is finished in Plumsail Documents Instant
CRM note is created in Halopsa Instant- Ticket is created in Halopsa Instant
- User is created in Halopsa Instant
- User is updated in Halopsa Instant
- User is deleted in Halopsa Instant
- Site is created in Halopsa Instant
- Site is updated in Halopsa Instant
- Site is deleted in Halopsa Instant
- Customer is created in Halopsa Instant
- Customer is updated in Halopsa Instant
- Customer is deleted in Halopsa Instant
- CRM note is updated in Halopsa Instant
- CRM note is deleted in Halopsa Instant
- Site note is created in Halopsa Instant
- Site note is updated in Halopsa Instant
- Site note is deleted in Halopsa Instant
2.
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Plumsail Documents
Plumsail Documents automates document creation and management, streamlining workflows for seamless data integration and customization. Simplify your document processes with Plumsail's versatile solutions.
Halopsa
HaloPSA (by Halo) is an all-in-one PSA platform for MSPs and IT teams: unifying ticketing, CRM, project & stock management, billing, time tracking, automation, self-service, asset reporting, and workflows.
