CallHub + Plumsail Documents

Connect CallHub and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

When this happens...

New Agent Activated
New Note Added
New Text Message Received
Transfer Digit Pressed

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 CallHub and Plumsail Documents automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

When

Google Sheets

Runs Every 15 Minutes

- Instagram
  Instagram Caption
  Generate Image
  Publish Photo with Tagging
  Add Step
- Youtube
  Youtube Video Script
  Youtube Description Video
  Create an Avatar Video
  Delay
  Retrieve Shareable Link for a Video1
  Upload Video
  Add Step
- Twitter
  Twitter Tweet
  Post a Tweet
  Add Step
- Linkedin
  Linkedin Article
  Create a linkedin Article or URL post
  Add Step

Continue from here

cmnt9r1ZY8HG

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New Agent Activated

Triggers when an agent activates his account to make calls for call center campaigns in your CallHub account.

New Note Added

Triggers when a new note is added by an agent for any call center campaign in your CallHub account.

New Text Message Received

Triggers when you receive a text message for any SMS campaign in your CallHub account.

Transfer Digit Pressed

Triggers when the transfer digit is pressed in a voice broadcast campaign

Request a new Trigger for CallHub

Do thisActions
Action is the task that follows automatically within your CallHub integrations.

Create Contact

Add a new contact to CallHub.

Invite an agent

Create a new agent account and send them an invitation email.

Update a contact

Update a contact in CallHub using their phone number or contact ID.

Add WaterMark

Add a watermark to PDF as text.

Protect PDF document

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

Compress PDF Document

Compress PDF document size if possible and optimize it.

We'll help you get started

Our team is all set to help you!

Know More About Callhub and Plumsaildocuments Integrations

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how CallHub 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 CallHub and Plumsail Documents?

The data sync between CallHub 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 CallHub 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 CallHub and Plumsail Documents?

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

CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.

Communication Marketing

Learn More

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.

Documents

Learn More

Connect CallHub and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use CallHub and Plumsail Documents automations

Automate Instagram Comment Replies with Smart DMs

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New Agent Activated

New Note Added

New Text Message Received

Transfer Digit Pressed

Do thisActionsAction is the task that follows automatically within your CallHub integrations.

Create Contact

Invite an agent

Update a contact

Add WaterMark

Protect PDF document

Compress PDF Document

We'll help you get started

Know More About Callhub and Plumsaildocuments Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About CallHub

About Plumsail Documents

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

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Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your CallHub integrations.