Integrations minimo Plumsail Documents
minimo + Plumsail Documents

Connect minimo and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

minimo

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

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

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

Actions

Create Contact

Create Contact

Add a new contact to Minimo using an email, with optional phone and first/last name.

Send Email

Send Email

Send a transactional email to a recipient using a selected template and optional custom fields.

Add WaterMark

Add WaterMark

Add a watermark to PDF as text.

Protect PDF document

Protect PDF document

Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

Compress PDF Document

Compress PDF Document

Compress PDF document size if possible and optimize it.

Extract text from PDF

Extract text from PDF

Extract text from PDF takes PDF document and extracts text to Raw or HTML format.

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Frequently Asked Questions

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

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

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

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

The data sync between minimo 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 minimo 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 minimo and Plumsail Documents?

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

minimo

About minimo

Minimo is a versatile platform designed to streamline your digital experiences, offering tools for efficient project management and team collaboration. Enhance productivity with intuitive features tailored for modern workflows.

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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.

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