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.

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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.

Make an API Call

Performs an arbitrary authorized API call.

Action

Start Document Generation Process

Fills a template related to the selected process with the JSON data

Action

Watch Finished Process

Creates a webhook that runs when the process is finished

Trigger, Instant, Acid

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 new documents from a template in Plumsail Documents from new records in Airtable

This template regularly checks for new records in Airtable and uses the retrieved information to create a new document from a template in Plumsail Documents.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

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Add new notifications to Telegram bot from new document generation processes finished in Plumsail Documents

This template regularly checks for new document generation processes finished in Plumsail Documents and uses the retrieved information to create a new notification in Telegram Bot.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

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Create new documents from a template in Plumsail Documents from new entries in Typeform

Every time a new entry is created in Typeform, a new document will be instantly created from a template in Plumsail Documents.

Your Typeform is expected to have these custom fields: Name, Surname. If you don’t have these custom fields in your Typeform, you will need to either create them or map different existing custom fields relevant to you.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

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Create new documents from a template in Plumsail Documents from new orders in Shopify

Every time a new order is created in Shopify, a new document will be instantly created from a template in Plumsail Documents.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

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Create new documents from a template in Plumsail Documents from new customers in Shopify

Every time a new customer is created in Shopify, a new document will be instantly created from a template in Plumsail Documents.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

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Create new documents from a template in Plumsail Documents from new submissions in Jotform

Every time a new submission is created in Jotform, a new document will be instantly created from a template in Plumsail Documents.

Your Jotform is expected to have these custom fields: Name, Surname. If you don’t have these custom fields in your Jotform, you will need to either create them or map different existing custom fields relevant to you.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

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Create new documents from a template in Plumsail Documents from new events in Teachable

Every time a new event is created in Teachable, a new document will be instantly created from a template in Plumsail Documents.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

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Create new documents from a template in Plumsail Documents from new entries in Wufoo forms

This template regularly checks for new entries in Wufoo forms and uses the retrieved information to create a new document from a template in Plumsail Documents.

The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking the clock icon on the first module.

Your Wufoo form is expected to have these custom fields: Name, Surname. If you don’t have these custom fields in your Wufoo form, you will need to either create them or map different existing custom fields relevant to you.

This template was created by a 3rd party and not tested by Make. For any inquiries about the template, please reach out to the template creator: [email protected].

Try It ➔

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Connect Plumsail Documents integrations

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