Connect Plumsail Documents and Delighted to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plumsail Documents
Choose an Action
Automatically do this!
Get Response Metrics
List people in Autopilot
Getting Autopilot configuration
Find a person
Unsubscribe Person
Send Email Survey
Send SMS Survey
Add Person
Add Response
Remove peroson from email autopilot
Add person to email autopilot
Find Person
Ready to use Plumsail Documents and Delighted automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Response
Triggers when a new response is received in this delighted project
New Unsubscribe
Triggers when a person unsubscribes from delighted account
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 Delighted accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in Delighted (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in Delighted. This includes choosing which data fields go into which fields of Delighted, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and Delighted 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 Delighted. 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 Delighted
Delighted is a customer feedback platform that helps businesses gather and analyze customer satisfaction data through surveys and other feedback mechanisms.
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