Integrations Paperform Plumsail Documents
Paperform + Plumsail Documents

Popular Paperform + Plumsail Documents flows

Start from a real workflow other teams are already running.

Choose a trigger

Paperform logo

Paperform

When this happens...

Choose an action

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Plumsail Documents

Automatically do this!

Full list

Supported Triggers & Actions

Everything you can automate between Paperform and Plumsail Documents.

When this happensTriggers

A trigger is an event that starts a workflow.

Document Completed

Document Completed

Triggers when a new Document Completed for a form.

Document Sent

Document Sent

Triggered when a document is sent out for signing.

Document Cancelled

Document Cancelled

Triggered when a document is cancelled, meaning the signing process was terminated before completion.

Document Rejected

Document Rejected

Triggered when a document is rejected by the signer.

Document Expired

Document Expired

Triggered when a document's signing period expires, and no action has been taken.

Signer Notified

Signer Notified

Triggered when a signer is notified.

Do thisActions

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

Update Form by ID

Update Form by ID

Update Form By ID

Form Details by ID

Form Details by ID

Get Form Details by ID

Find Partial-Submissions

Find Partial-Submissions

Get Partial-Submissions details by Slug id

Delete Partial submission by ID

Delete Partial submission by ID

Deletes a specific partial submission by ID.

Updates Sold Amount for Product

Updates Sold Amount for Product

Updates the sold amount for a product

Find Product By SKU

Find Product By SKU

Get the product available for a specific form by SKU

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Paperform
Paperform + Plumsail Documents
Paperform logo

About Paperform

Paperform is a powerful online tool that lets you easily create beautiful forms to do almost anything. Use it to collect information, sell products, take payments, or schedule appointments—all without needing to code.

Learn more
Integrations Plumsail Documents
Plumsail Documents + Paperform
Plumsail Documents logo

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

Frequently Asked Questions

How do I connect Paperform and Plumsail Documents?

Sign up for a free viaSocket account, then authorize both your Paperform and Plumsail Documents accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Paperform and Plumsail Documents as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Paperform to Plumsail Documents?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Plumsail Documents. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Paperform triggers actions in Plumsail Documents, and a separate workflow where Plumsail Documents triggers actions in Paperform. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Paperform and Plumsail Documents. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Paperform and Plumsail Documents integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.