Connect Givebutter and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Campaign
New Transaction
Campaign Updated
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Campaign
Triggers when a campaign is created
New Transaction
Triggers when a new transaction is created
Campaign Updated
Triggers when a campaign is updated
Do thisActions
Action is the task that follows automatically within your Givebutter integrations.
Create a Campaign
Create a Campaign
Create a Contact
Create a Contact.
Create a Transaction
Create a Transaction
Update a Campaign
Update an existing Campaign.
Update Contact
Update an existing Contact.
Create a Fund
Create a new Fund.
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Frequently Asked Questions
To start, connect both your Givebutter and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Givebutter triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Givebutter 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 Givebutter 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 Givebutter 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 Givebutter
Givebutter is a fundraising platform that helps you raise money online with donation forms, team fundraising campaigns, and ticketing.
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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