Integrations Formstack Plumsail Documents
Formstack + Plumsail Documents

Connect Formstack and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Formstack

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Enable Integrations or automations with these events of Formstack and Plumsail Documents

Enable Integrations or automations with these events of Formstack and Plumsail Documents

Actions

Create Form Submission

Create Form Submission

Create a new submission on form

Delete a Form

Delete a Form

Delete an existing form by form id

Create a Form

Create a Form

Create a new form in your account

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.

Compress PDF Document

Compress PDF Document

Compress PDF document size if possible and optimize it.

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Frequently Asked Questions

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

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

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

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

The data sync between Formstack 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 Formstack 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 Formstack and Plumsail Documents?

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

Formstack

About Formstack

Formstack is a versatile online form builder that enables users to build and design web forms without any coding expertise. It supports data collection, customer feedback, and internal processes enhancement through customizable forms and surveys.

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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.

Learn More