Integrations Common Room Plumsail Documents
Common Room + Plumsail Documents

Connect Common Room and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Common Room

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Enable Integrations or automations with these events of Common Room and Plumsail Documents

Enable Integrations or automations with these events of Common Room and Plumsail Documents

Actions

Add Activity From Third Party Source

Add Activity From Third Party Source

Adds an activity to a contact in your room.

Add Contact From Third Party Source

Add Contact From Third Party Source

Adds a contact to your room.

List Contact Custom Fields

List Contact Custom Fields

Get all the contact custom fields from Common Room

List Activity Types

List Activity Types

Get allActivity Types from Common Room

List Segments

List Segments

Get all segments from Common Room

List Tags

List Tags

Get all tags from Common Room.

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Frequently Asked Questions

How do I start an integration between Common Room and Plumsail Documents?

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

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

Absolutely. You can customize how Common Room 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 Common Room and Plumsail Documents?

The data sync between Common Room 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 Common Room 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 Common Room and Plumsail Documents?

Yes, you can set conditional logic to control the flow of data between Common Room 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.

Common Room

About Common Room

Common Room is a community intelligence platform designed to help organizations understand, engage, and grow their communities. By aggregating data from various community platforms, it provides insights and analytics to enhance community engagement and drive business outcomes.

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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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