Connect Cin7 Core and Plumsail Documents
Integrate Cin7 Core with Plumsail Documents to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add WaterMark to a Plumsail Document when When a new sale is created in Cin7 Core
Extract text from PDF using Plumsail Documents when When a new sale is created in Cin7 Core
Convert Image to PDF using Plumsail Documents when When a new sale is created in Cin7 Core
Merge DOCX Files in Plumsaildocuments when When a new sale is created in Cin7 Core
Merge Any Files Into PDF in Plumsaildocuments when When a new sale is created in Cin7 Core
Popular Cin7 Core + Plumsail Documents flows
Start from a real workflow other teams are already running.
Choose a trigger
Cin7 Core
When this happens...
When a new sale is created
When a purchase is updated
When a customer is created or updated
When a product's available stock level changes
When a sales invoice is authorised
When a supplier is updated
When a product is updated
When a sale credit note is authorised
When a purchase order is authorised
Choose an action
Plumsail Documents
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
Add WaterMark to a Plumsail Document when When a new sale is created in Cin7 Core
Use this flowExtract text from PDF using Plumsail Documents when When a new sale is created in Cin7 Core
Use this flowConvert Image to PDF using Plumsail Documents when When a new sale is created in Cin7 Core
Use this flowMerge DOCX Files in Plumsaildocuments when When a new sale is created in Cin7 Core
Use this flowMerge Any Files Into PDF in Plumsaildocuments when When a new sale is created in Cin7 Core
Use this flowMerge XLSX Files in Plumsaildocuments when When a new sale is created in Cin7 Core
Use this flowConvert PDF to Image in Plumsaildocuments when When a new sale is created in Cin7 Core
Use this flowEmail to PDF in Plumsaildocuments when When a new sale is created in Cin7 Core
Use this flowStart Process in Plumsaildocuments when When a new sale is created in Cin7 Core
Use this flowConvert PDF to Text using Plumsail Documents when When a new sale is created in Cin7 Core
Use this flowSupported Triggers & Actions
Everything you can automate between Cin7 Core and Plumsail Documents.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new sale is created
Runs the workflow automatically whenever a new sale is created in Cin7 Core.
When a purchase is updated
Runs the workflow automatically whenever a purchase is updated in your Cin7 Core account.
When a customer is created or updated
Runs the workflow automatically whenever a customer is created or updated in Cin7 Core.
When a product's available stock level changes
Runs the workflow automatically whenever any product's available stock level changes in the account.
When a sales invoice is authorised
Runs the workflow automatically whenever any sales invoice is authorised in the account.
When a supplier is updated
Runs the workflow automatically whenever any supplier is updated in the account.
Do thisActions
Action is the task that follows automatically within your Cin7 Core integrations.
Create Customer
Remove Default contact toggle and set Default: true in perform code
Update Customer
Update an existing customer's information, including addresses, contacts, and advanced account settings.
Find Products
Find products by name, SKU, ID, or modified date. Optionally include suppliers, BOM, stock movements, attachments, reorder levels, deprecated items, or custom prices.
Create Purchase Order
Create a purchase order to record supplier, item lines (SKU, quantity, price), taxes, and billing/shipping details in Cin7 Core.
List Purchases
List purchase orders in Cin7 Core with optional search filters
Add Supplier
Add a new supplier with contact, address, payment, tax, and account details.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Cin7 Core
Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.
Learn moreSimilar apps
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Cin7 Core and Plumsail Documents accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Cin7 Core and Plumsail Documents as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Plumsail Documents. No coding required.
Yes. You can set up a workflow where Cin7 Core triggers actions in Plumsail Documents, and a separate workflow where Plumsail Documents triggers actions in Cin7 Core. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Cin7 Core and Plumsail Documents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Cin7 Core and Plumsail Documents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
