Integrate Plumsail Documents with 2Chat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add WaterMark to a Plumsail Document when New WhatsApp Message on 2Chat
Protect PDF document in Plumsaildocuments when New WhatsApp Message on 2Chat
Compress PDF Document in Plumsaildocuments when New WhatsApp Message on 2Chat
Extract text from PDF using Plumsail Documents when New WhatsApp Message on 2Chat
Convert Any to PDF in Plumsaildocuments when New WhatsApp Message on 2Chat
Start from a real workflow other teams are already running.
Plumsail Documents
When this happens...
2Chat
Automatically do this!
Create Contact
Create WhatsApp Channel
List All Contacts
List WhatsApp Numbers
Get WhatsApp Messages
Check Phone Number on WhatsApp
Get WhatsApp Groups
Set WhatsApp About
Set WhatsApp Profile Picture
Send WhatsApp Message
Send WhatsApp Group Message
Add WhatsApp Business Product
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
Remove Participant from WhatsApp Group
Update Contact
Delete Contact
Search Contacts
Get WhatsApp Messages by Phone Number
List Group Participants
Add WaterMark to a Plumsail Document when New WhatsApp Message on 2Chat
Use this flowProtect PDF document in Plumsaildocuments when New WhatsApp Message on 2Chat
Use this flowCompress PDF Document in Plumsaildocuments when New WhatsApp Message on 2Chat
Use this flowExtract text from PDF using Plumsail Documents when New WhatsApp Message on 2Chat
Use this flowConvert Any to PDF in Plumsaildocuments when New WhatsApp Message on 2Chat
Use this flowConvert Image to PDF using Plumsail Documents when New WhatsApp Message on 2Chat
Use this flowMerge DOCX Files in Plumsaildocuments when New WhatsApp Message on 2Chat
Use this flowMerge Any Files Into PDF in Plumsaildocuments when New WhatsApp Message on 2Chat
Use this flowMerge XLSX Files in Plumsaildocuments when New WhatsApp Message on 2Chat
Use this flowConvert PDF to Image in Plumsaildocuments when New WhatsApp Message on 2Chat
Use this flowEverything you can automate between Plumsail Documents and 2Chat.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new WhatsApp message is received for a selected WhatsApp number.
Runs when a new WhatsApp message is sent in 2Chat.
Runs when a new WhatsApp message is sent or received.
Runs when a new WhatsApp call is received on a chosen number.
Runs when a new WhatsApp conversation starts on a chosen 2Chat number.
Runs when someone reacts to a message.
Action is the task that follows automatically within your Plumsail Documents integrations.
Add a watermark to PDF as text.
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
Compress PDF document size if possible and optimize it.
Extract text from PDF takes PDF document and extracts text to Raw or HTML format.
Convert provided file to PDF file.
This action takes images and converts them to a PDF document.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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 more2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn moreSign up for a free viaSocket account, then authorize both your Plumsail Documents and 2Chat 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.
Yes. viaSocket uses instant triggers where available, so data moves between Plumsail Documents and 2Chat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach 2Chat. No coding required.
Yes. You can set up a workflow where Plumsail Documents triggers actions in 2Chat, and a separate workflow where 2Chat triggers actions in Plumsail Documents. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Plumsail Documents and 2Chat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plumsail Documents and 2Chat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.