Integrations Onfleet Plumsail Documents
Onfleet + Plumsail Documents

Connect Onfleet and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Onfleet

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Ready to use Onfleet and Plumsail Documents automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Task Created

Task Created

Triggers when an Onfleet task is created.

Request a new Trigger for Onfleet

Do thisActions

Action is the task that follows automatically within your Onfleet integrations.

Create Task

Create Task

Creates a pickup or dropoff task.

List  Administrators

List Administrators

Get all the administrators

Delete Task

Delete Task

Delete a active task

Clone Task

Clone Task

Clones a existing task

List  Workers

List Workers

Returns a collection of all workers in your organization.

Get Workers by Location

Get Workers by Location

You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.

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Frequently Asked Questions

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

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

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

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

The data sync between Onfleet 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 Onfleet 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 Onfleet and Plumsail Documents?

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

Onfleet

About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

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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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