Connect Easybroker and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New Contact Request
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 Easybroker and Plumsail Documents automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when new contact is created
New Contact Request
Runs when new contact request is created
Do thisActions
Action is the task that follows automatically within your Easybroker integrations.
List All Contacts
Get all contacts from your EasyBroker account.
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Gets a list of contact requests
Get Contact
Get a contact's details by contact ID.
Get Property
Get the details of a specific property using its property ID.
List All Collaborations
Show all collaborations for the connected EasyBroker account
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Frequently Asked Questions
To start, connect both your Easybroker and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Easybroker triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Easybroker 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 Easybroker 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 Easybroker 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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn MoreAbout 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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