Connect Plumsail Documents and Bonusly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plumsail Documents
Choose an Action
Automatically do this!
Create New Admin User
Update a User
List Users
List Achievements
Create Bonus
Search User
Create Bonus Advanced
List Bonuses
Ready to use Plumsail Documents and Bonusly automations
Explore more automations built by businesses and experts
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- 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 User
Triggers when a new user has been created in the schedule time.
Bonus Created
Triggers when a bonus is created.
Achievement Created
Triggers when a achievement created.
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 Bonusly accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in Bonusly (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in Bonusly. This includes choosing which data fields go into which fields of Bonusly, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and Bonusly 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 Bonusly. 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 Bonusly
Bonusly is a fun, personal recognition and rewards program that enriches your company culture, improves employee engagement, and celebrates your core values. With Bonusly, everyone in your organization can publicly recognize everyone else by giving small bonuses that add up to meaningful rewards.
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