Connect inflow-inventory and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Sales Order Created
Update Customer
Update Vendor
Updated Purchase Order
New Purchase Order
New Vendor
New Customer
Update Sales Order Created
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 inflow-inventory and Plumsail Documents automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Sales Order Created
Triggers When new sales order is created.
Update Customer
Triggers when existing customer is updated.
Update Vendor
Triggers when existing Vendor is Updated.
Updated Purchase Order
Triggers when existing purchase order is updated.
New Purchase Order
Triggers when new purchase order is created.
New Vendor
Triggers when new Vendor is Created.
Do thisActions
Action is the task that follows automatically within your inflow-inventory integrations.
Add WaterMark
Add a watermark to PDF as text.
Protect PDF document
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
Compress PDF Document
Compress PDF document size if possible and optimize it.
Extract text from PDF
Extract text from PDF takes PDF document and extracts text to Raw or HTML format.
Convert Any to PDF
Convert provided file to PDF file.
Convert Image to PDF
This action takes images and converts them to a PDF document.
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Frequently Asked Questions
To start, connect both your inflow-inventory and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in inflow-inventory triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how inflow-inventory 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 inflow-inventory 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 inflow-inventory 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 inflow-inventory
inflow-inventory is a comprehensive inventory management software designed to help businesses efficiently track and manage their stock levels, orders, and sales. It offers features such as barcode scanning, reporting, and multi-location support to streamline inventory processes.
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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