IntegrationsPlumsail DocumentsEasybill
Plumsail Documents + Easybill

Connect Plumsail Documents and Easybill to Build Intelligent Automations

Choose a Trigger

Plumsail Documents

When this happens...

Choose an Action

Easybill

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Ready to use Plumsail Documents and Easybill automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

New Project Created

New Project Created

Triggered when a new Project is created in Easybill.

Project Deleted

Project Deleted

Triggered when an project is deleted in Easybill.

New Task Created

New Task Created

Triggered when a new Task is created in Easybill.

Task Updated

Task Updated

Triggered when a Task is updated in Easybill.

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.

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Frequently Asked Questions

How do I start an integration between Plumsail Documents and Easybill?

To start, connect both your Plumsail Documents and Easybill accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in Easybill (or vice versa).

Can we customize how data from Plumsail Documents is recorded in Easybill?

Absolutely. You can customize how Plumsail Documents data is recorded in Easybill. This includes choosing which data fields go into which fields of Easybill, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Plumsail Documents and Easybill?

The data sync between Plumsail Documents and Easybill typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Plumsail Documents to Easybill?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Plumsail Documents and Easybill?

Yes, you can set conditional logic to control the flow of data between Plumsail Documents and Easybill. 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

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.

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Easybill

About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

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