Integrate AgentMail with Plumsail Documents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add WaterMark to a Plumsail Document when New Email Received in Agentmail
Protect PDF document in Plumsaildocuments when New Email Received in Agentmail
Compress PDF Document in Plumsaildocuments when New Email Received in Agentmail
Extract text from PDF using Plumsail Documents when New Email Received in Agentmail
Convert Any to PDF in Plumsaildocuments when New Email Received in Agentmail
Start from a real workflow other teams are already running.
AgentMail
When this happens...
New Email Received
New Email Sent
New Email Delivered
New Email Bounced
New Spam Complaint
Plumsail Documents
Automatically do this!
Add WaterMark
Protect PDF document
Compress PDF Document
Extract text from PDF
Convert Any to PDF
Convert Image to PDF
Merge DOCX Files
Merge Any Files Into PDF
Merge XLSX Files
Convert PDF to Image
Email to PDF
Start Process
Convert PDF to Text
Add WaterMark to a Plumsail Document when New Email Received in Agentmail
Use this flowProtect PDF document in Plumsaildocuments when New Email Received in Agentmail
Use this flowCompress PDF Document in Plumsaildocuments when New Email Received in Agentmail
Use this flowExtract text from PDF using Plumsail Documents when New Email Received in Agentmail
Use this flowConvert Any to PDF in Plumsaildocuments when New Email Received in Agentmail
Use this flowConvert Image to PDF using Plumsail Documents when New Email Received in Agentmail
Use this flowMerge DOCX Files in Plumsaildocuments when New Email Received in Agentmail
Use this flowMerge Any Files Into PDF in Plumsaildocuments when New Email Received in Agentmail
Use this flowMerge XLSX Files in Plumsaildocuments when New Email Received in Agentmail
Use this flowConvert PDF to Image in Plumsaildocuments when New Email Received in Agentmail
Use this flowEverything you can automate between AgentMail and Plumsail Documents.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new email arrives in a chosen inbox.
Runs when an email is sent from a chosen inbox.
Runs when a sent email reaches the recipient's mail server.
Runs when a sent email bounces, with the bounce type and recipients.
Runs when a recipient marks a sent email as spam.
Action is the task that follows automatically within your AgentMail integrations.
Forward an email from an inbox to new recipients with an optional note.
Send a new email from an inbox with text or HTML, attachments and labels.
Create a new email inbox with an optional username, domain and display name.
Reply to an email in its thread, to the sender or to everyone on it.
Add or remove labels on an email to track its state.
Send a saved draft from an inbox and optionally change its labels.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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AgentMail provides email inboxes and API tools for AI agents to send, receive, and manage email programmatically.
Learn morePlumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.
Learn moreSign up for a free viaSocket account, then authorize both your AgentMail and Plumsail Documents accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between AgentMail and Plumsail Documents as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Plumsail Documents. No coding required.
Yes. You can set up a workflow where AgentMail triggers actions in Plumsail Documents, and a separate workflow where Plumsail Documents triggers actions in AgentMail. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between AgentMail and Plumsail Documents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire AgentMail and Plumsail Documents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.