Integrations Basin Plumsail Documents
Basin + Plumsail Documents

Connect Basin and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Basin

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Enable Integrations or automations with these events of Basin and Plumsail Documents

Enable Integrations or automations with these events of Basin and Plumsail Documents

Actions

Create Project

Create Project

Creates new project.

Create Form

Create Form

Creates a new form

Update Form

Update Form

Updates existing forms.

Update Submissions

Update Submissions

Updates submissions

Add WaterMark

Add WaterMark

Add a watermark to PDF as text.

Protect PDF document

Protect PDF document

Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

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Frequently Asked Questions

How do I start an integration between Basin and Plumsail Documents?

To start, connect both your Basin and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Basin triggers actions in Plumsail Documents (or vice versa).

Can we customize how data from Basin is recorded in Plumsail Documents?

Absolutely. You can customize how Basin 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.

How often does the data sync between Basin and Plumsail Documents?

The data sync between Basin and Plumsail Documents typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Basin to Plumsail Documents?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Basin and Plumsail Documents?

Yes, you can set conditional logic to control the flow of data between Basin 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.

Basin

About Basin

Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.

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Plumsail Documents

About 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.

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