Integrations CallHippo Plumsail Documents
CallHippo + Plumsail Documents

Connect CallHippo and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

CallHippo

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Ready to use CallHippo and Plumsail Documents automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Call Log Activity

Call Log Activity

Triggers when there's a new call.

New SMS Activity

New SMS Activity

Triggers when CallHippo sends or receives an SMS and delivers the SMS details to your configured webhook.

Request a new Trigger for CallHippo

Do thisActions

Action is the task that follows automatically within your CallHippo integrations.

Get All Users

Get All Users

Get all users in the account

Create a Contact

Create a Contact

Create a new contact.

List All Campaign

List All Campaign

List all the campaign in the account.

Send SMS

Send SMS

Send SMS through CallHippo

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 CallHippo and Plumsail Documents?

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).

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

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.

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

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.

Can I filter or transform data before sending it from CallHippo 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 CallHippo and Plumsail Documents?

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

About CallHippo

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.

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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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