
When this happens...
Call Log Activity
New SMS Activity

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
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when there's a new call.
Triggers when CallHippo sends or receives an SMS and delivers the SMS details to your configured webhook.
Action is the task that follows automatically within your CallHippo integrations.
Get all users in the account
Create a new contact.
List all the campaign in the account.
Send SMS through CallHippo
Add a watermark to PDF as text.
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

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To start, connect both your CallHippo and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHippo triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how CallHippo 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 CallHippo 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 CallHippo 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.
CallHippo is a cloud-based call center solution that helps mid to large size businesses with workflow automation and virtual telephony. The platform enables users to give detailed analysis to customers through call recordings.
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.
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