Integrations NEXT Plumsail Documents
NEXT + Plumsail Documents

Connect NEXT and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

NEXT

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

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

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

Actions

Find Account

Find Account

Find an account in Next

Create a New Account

Create a New Account

Creates a new account in next.

Create Highlight

Create Highlight

Create a highlight

Create Recording

Create Recording

Create a recording in Next

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.

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Frequently Asked Questions

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

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

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

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

The data sync between NEXT 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 NEXT 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 NEXT and Plumsail Documents?

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

NEXT

About NEXT

Next is a cutting-edge platform designed to streamline your workflow and enhance productivity. With a focus on seamless integration and user-friendly features, Next empowers teams to collaborate efficiently and achieve their goals.

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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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