Connect Plumsail Documents integrations
Connect Plumsail Documents with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Plumsail Documents to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
This app is supported and maintained by the vendor Plumsail.
Build your Plumsail Documents integrations.
Create custom Plumsail Documents workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Performs an arbitrary authorized API call.
Fills a template related to the selected process with the JSON data
Creates a webhook that runs when the process is finished
Connect any app with Plumsail Documents
Popular Plumsail Documents workflows.
Looking to get more out of Plumsail Documents? With Make you can visually integrate Plumsail Documents into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create Word and PDF documents with Plumsail from Google Forms data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Jotform. Files will be saved in Google Drive. This works equally well with SharePoint, Dropbox, OneDrive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Create Excel and PDF documents with Plumsail and send them in Outlook
Run this scenario manually to create Excel and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.
TRY IT ->Create Word and PDF documents with Plumsail from Typeform data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Typeform. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Protect new PDF files in OneDrive using Plumsail Documents
When a new PDF file is added to OneDrive, secure it with a password, enable or disable printing, modification, extracting data, annotations, and store a copy in another OneDrive folder.
TRY IT ->Create Excel and PDF documents with Plumsail and send them in SendGrid
Run this scenario manually to create Excel and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through SendGrid.
TRY IT ->Create Word and PDF documents with Plumsail from Cognito Forms data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Cognito Forms. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Create Word and PDF documents with Plumsail and send them in SendGrid
Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through SendGrid.
TRY IT ->Create Word and PDF documents with Plumsail and send them in Outlook
Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.
TRY IT ->Create Word and PDF documents with Plumsail and send them in Gmail
Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in Google Drive and sends an email with the documents through Gmail.
TRY IT ->
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