Integrations klaxoon Plumsail Documents
klaxoon + Plumsail Documents

Connect klaxoon and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

klaxoon

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

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

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

Actions

List All Boards

List All Boards

Get all existing boards.

Create Board

Create Board

Creates a Board.

Create Idea in Board

Create Idea in Board

Creates a new Idea in a Board.

Find Board

Find Board

Find an existing Board.

Find Category in Board

Find Category in Board

Find an existing category in a Board.

Find Color in Board

Find Color in Board

Find an existing color in a Board.

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Frequently Asked Questions

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

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

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

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

The data sync between klaxoon 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 klaxoon 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 klaxoon and Plumsail Documents?

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

klaxoon

About klaxoon

Whether on-site, remotely or hybrid, Klaxoon technologies help you think, collaborate and move forward in a simple and super-productive way.

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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