Connect Kit and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Subscriber
New Purchase
New Tag Subscriber
Subscriber Unsubscribes
Tag Removed From Subscriber
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 Kit and Plumsail Documents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Subscriber
Triggers when a subscription occurs to a specific form
New Purchase
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
Subscriber Unsubscribes
Runs when subscriber unsubscribes
Tag Removed From Subscriber
Triggers when a specific tag is removed from a subscriber
Do thisActions
Action is the task that follows automatically within your Kit integrations.
Search Subscriber
Find the details of a existing subscriber by its ID or Email
Add Subscriber To Form
Subscribe someone to a specific form.
Add Subscriber to Sequence
Add an email address to a specific email sequence.
Remove Tag From Subscriber
Remove a specific tag from a subscriber.
Create Purchase
Adds a purchase to a subscriber an existing purchase.
Add Tag to Subscriber
Add tag to a specific subscriber.
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Frequently Asked Questions
To start, connect both your Kit and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Kit triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Kit 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 Kit 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 Kit 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 Kit
ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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
