Connect Plumsail Documents and Canny to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plumsail Documents
Choose an Action
Automatically do this!
Comment on a post
Create a Post
Change Post Status
Create or Update User
Find Post
List All Boards
List All Categories
List All Entries
List All Comments
List All Companies
List All Opportunities
List All Posts
List All Tags
List All Users
List All Votes
Ready to use Plumsail Documents and Canny automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Triggers when a new post is created.
New Comment
Triggers when a new comment is added to a specific post.
New Vote
Triggers when a new vote is created
Post Status Change
Triggers when posts status is changed
Tag Added to Post
Triggers when tag is added to post
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 Canny accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in Canny (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in Canny. This includes choosing which data fields go into which fields of Canny, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and Canny 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 Canny. 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 Canny
Canny is a user feedback tool that helps you collect, organize, and analyze feedback from your users to make informed product decisions.
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