Plumsail Documents

Why Add-to-Calendar Works with Plumsail Documents

Integrate CalendarLink to reduce no-shows by seamlessly transforming document events into clear calls to action.

• Universal Add to Calendar integration for all major platforms.
• Subscribe to calendars that stay synced automatically.
• Track engagement with click and attendance analytics.
• Smart reminders ensure timely actions.

How Plumsail Documents Works with CalendarLink

Turn Plumsail Documents Activity into Calendar Events

1. Create a CalendarLink for each new or updated contact

Leverage Plumsail Documents triggers like New or Updated Contact or Process Finished to signal intent and set up CalendarLinks.

2. Send data to CalendarLink

Map the document's names, dates, and descriptions, and optionally collect RSVPs to sync with the calendar event.

3. Publish the personalized invite

Receive an Add-to-Calendar link, ready to be shared with your recipients, reinforcing your communication flow.

Fire Plumsail Documents Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Use triggers like New Upcoming Event or New RSVP to initiate document-related workflows.

2. Map Add-to-Calendar Data

Automatically flow in event details such as titles, dates, and attendees to keep your documents aligned with your scheduling needs.

3. Generate Document From DOCX Template

Update records, send notifications, or log engagement, ensuring your calendar activities enrich your document workflows in Plumsail.

Optimising Calendar Links in Plumsail Documents

• Customize your invitations with brandable landing pages for a professional touch.
• Utilize click and attendance analytics to refine your scheduling strategy.
• Embed Add-to-Calendar links across web, email, and social media to broaden reach.
• Leverage smart reminders to reduce no-shows and increase engagement.