Connect Plumsail Documents and Breeze to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plumsail Documents
Choose an Action
Automatically do this!
Create Project
Create New Task
Create Workspace
List Project Tasks
List Active Projects
List Workspaces
Get Activity from a Project
Archive Project
List Project Stages
Get Task To-Do Lists
Ready to use Plumsail Documents and Breeze automations
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 File
Triggers when a new file is added.
New Task Is Created
Runs when new task is 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 Breeze accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in Breeze (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in Breeze. This includes choosing which data fields go into which fields of Breeze, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and Breeze 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 Breeze. 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 Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
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