
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Plumsail Documents and civalgo
Add a watermark to PDF as text.
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
Compress PDF document size if possible and optimize it.
Extract text from PDF takes PDF document and extracts text to Raw or HTML format.
Convert provided file to PDF file.
This action takes images and converts them to a PDF document.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Plumsail Documents and civalgo accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in civalgo (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in civalgo. This includes choosing which data fields go into which fields of civalgo, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and civalgo 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 civalgo. 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.
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 MoreCivalgo is a platform to operate your construction company which goal is to enhance productivity in the field with a powerful Operational Project Management Platform that links schedule to daily logs to provide an optimal workflow and past cost data.
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