Connect Avaza and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
Invoice Sent
New Company
New Contact
New Project
New Task
New Timesheet
Company updated
Company Deleted
Project deleted
Contact updated
Contact Deleted
Invoice created
Invoice updated
Invoice deleted
Project Updated
Task Updated
Task Deleted
Timesheet Entry Deleted
Timesheet Entry Updated
New Bill
Bill updated
New Estimates
Estimate Updated
Estimate Deleted
Expense created
Expense Updated
Expense Deleted
Schedule Series created
Schedule Series Updated
Schedule Series Deleted
Choose an Action
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
Ready to use Avaza and Plumsail Documents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Invoice Sent
Triggers when a new Invoice is sent.
New Company
Triggers when a new contact Company is created.
New Contact
Triggered when a new company contact is created.
New Project
Triggers when a new Project is created.
New Task
Trigger when a new task is created.
New Timesheet
Trigger when a new timesheet entry is created
Do thisActions
Action is the task that follows automatically within your Avaza integrations.
Get All Projects
Get an all existing projects.
Get a Section
Fetch a single section with the projectId.
Get All Companies
Get an all existing companies.
Get All Invoices
Get an all existing invoices.
Get a Contact
Get an existing contact by its ID.
Get All Contacts
Get an all existing conatcts.
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Frequently Asked Questions
To start, connect both your Avaza and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Avaza triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Avaza data is recorded in Plumsail Documents. This includes choosing which data fields go into which fields of Plumsail Documents, setting up custom formats, and filtering out unwanted information.
The data sync between Avaza and Plumsail Documents typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Avaza and Plumsail Documents. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Avaza
- Avaza is described as a unified work management software designed to enhance productivity for teams. - It integrates a variety of functionalities into a single platform, allowing users to collaborate on projects, engage in chat, schedule resources, track time, manage expenses, and invoice customers. - Avaza is tailored for use in client-focused businesses, supporting modules for Project Management, Collaboration, Team Chat, Resource Scheduling, Time Tracking, Expense Management, Quoting & Invoicing, which can be utilized together or independently to match a wide range of business needs
Learn MoreAbout Plumsail Documents
Plumsail 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 More
