Integrations Hex Plumsail Documents
Hex + Plumsail Documents

Connect Hex and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Hex

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

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

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

Actions

Create Collection

Create Collection

Create a collection with a name, optional description, and sharing settings for users, groups, or workspace members.

Create Group

Create Group

Create a new group and add selected users as members.

List Groups

List Groups

Retrieve all groups in your Hex workspace.

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.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

The data sync between Hex 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 Hex 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 Hex and Plumsail Documents?

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

Hex

About Hex

Hex is a cutting-edge platform designed for tech enthusiasts and professionals, offering innovative solutions and tools to enhance your technological projects and workflows.

Learn More
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