Integrations Plumsail Documents cats
Plumsail Documents + cats

Integrate Plumsail Documents and cats with viaSocket

Plumsail Documents already connects with hundreds of apps. Cats's automation is still on its way. Want to speed that up?

Full list

Supported Triggers & Actions

Everything you can automate between Plumsail Documents and cats.

When this happensTrigger

No trigger available

Do thisActions

Action is the task that follows automatically within your Plumsail Documents integrations.

Add WaterMark

Add WaterMark

Add a watermark to PDF as text.

Protect PDF document

Protect PDF document

Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

Compress PDF Document

Compress PDF Document

Compress PDF document size if possible and optimize it.

Extract text from PDF

Extract text from PDF

Extract text from PDF takes PDF document and extracts text to Raw or HTML format.

Convert Any to PDF

Convert Any to PDF

Convert provided file to PDF file.

Convert Image to PDF

Convert Image to PDF

This action takes images and converts them to a PDF document.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Plumsail Documents
Plumsail Documents + cats
Plumsail Documents logo

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 more
Integrations cats
cats + Plumsail Documents
cats logo

About cats

CATS is an applicant tracking system. Manage the entire tracking process from posting jobs to leading job boards and social networks to generating customized reports. Collect applications with the hosted career portal and find the right candidates with searching capabilities.

Learn more

Frequently Asked Questions

How do I connect Plumsail Documents and cats?

Sign up for a free viaSocket account, then authorize both your Plumsail Documents and cats 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Plumsail Documents and cats as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Plumsail Documents to cats?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach cats. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Plumsail Documents triggers actions in cats, and a separate workflow where cats triggers actions in Plumsail Documents. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Plumsail Documents and cats. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Plumsail Documents and cats integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.