
When this happens...
New Submission

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Protect PDF document
Compress PDF Document
Extract text from PDF
Convert Any to PDF
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Merge DOCX Files
Merge Any Files Into PDF
Merge XLSX Files
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new submission is added to a specific form.
Action is the task that follows automatically within your Jotform integrations.
Get an existing submission data.
Delete an existing user report.
Delete a single existing submission.
Delete an existing form.
Retrieve submissions for the selected Jotform form. Optionally limit how many submissions are returned.
Create a new form to collect responses.

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To start, connect both your Jotform and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Jotform triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Jotform 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 Jotform 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 Jotform 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.
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn MorePlumsail 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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