Connect BugHerd and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
Comment Created
Task Created
Task Updated
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Comment Created
Trigger when a comment is created.
Task Created
Trigger when task is created.
Task Updated
Trigger when task is created or updated.
Do thisActions
Action is the task that follows automatically within your BugHerd integrations.
Create Project
Create a project in BugHerd.
Add Member
Add a member to a project.
Add Guest
Add an existing guest to a project, or invite someone by email address.
Update Project
Update settings for an existing project under your control
Delete Project
Delete a project and all associated data.
Add Task to a Project
Add a new task in a project.
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Frequently Asked Questions
To start, connect both your BugHerd and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in BugHerd triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how BugHerd 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 BugHerd 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 BugHerd 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 BugHerd
BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.
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.
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