Connect KanbanFlow and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Is Created
Task Is Moved
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 KanbanFlow and Plumsail Documents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
Do thisActions
Action is the task that follows automatically within your KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
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.
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Frequently Asked Questions
To start, connect both your KanbanFlow and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how KanbanFlow 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 KanbanFlow 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 KanbanFlow 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 KanbanFlow
KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.
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.
Learn More
