Connect Plumsail Documents and Awork to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plumsail Documents
Choose an Action
Automatically do this!
Get Companies
Create Project
Search Projects
Create Project Type
Create Company
Create Task
Create New Project Role
Assign New User to the Task By Email
Add Member to A Project
Create New Comment on the Project
Create New Task List
Add Task to Task List
Changes the Project of the Task
Create New Type of Work
Create New Role
Create New Team
Add User to Team
Create Checklist Item for Task
Ready to use Plumsail Documents and Awork automations
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
New Time Entry
Triggers when a new time entry is created.
Updated Time Entry
Triggers when a time entry is updated.
Project Updated
Triggers when a project is updated
Project Status Updated
Triggers when a project status is updated
Do thisActions
Action is the task that follows automatically within your Plumsail Documents integrations.
Add WaterMark
Add a watermark to PDF as text.
Protect PDF document
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
Compress PDF Document
Compress PDF document size if possible and optimize it.
Extract text from PDF
Extract text from PDF takes PDF document and extracts text to Raw or HTML format.
Convert Any to PDF
Convert provided file to PDF file.
Convert Image to PDF
This action takes images and converts them to a PDF document.
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Frequently Asked Questions
To start, connect both your Plumsail Documents and Awork accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in Awork (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in Awork. This includes choosing which data fields go into which fields of Awork, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and Awork typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Plumsail Documents and Awork. 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.
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 MoreAbout Awork
Awork is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team productivity, and ensure seamless project execution. It offers features such as task management, time tracking, and team communication, making it an ideal solution for businesses of all sizes.
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