Connect Plumsail Documents and FreJun to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plumsail Documents
Choose an Action
Automatically do this!
Get Call Records
Initiate Call
Create Contact List
Delete a contact list
Assign Contacts
Unassign Contacts
Retrieve Contact Lists
Retrieve a user
Ready to use Plumsail Documents and FreJun automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Status
Triggers whenever a call's status changes throughout it's lifecycle.
Call Recording
Triggers when the call recording is ready to be fetched/played.
Call Notes Updated
Triggers when the notes associated with a call change.
Call Reason Change
Triggers when the call reason associated with a call changes.
Call Outcome Change
Triggers when the call outcome associated with a call changes.
Call Insights Available
Runs when call insights are available.
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 FreJun accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in FreJun (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in FreJun. This includes choosing which data fields go into which fields of FreJun, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and FreJun 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 FreJun. 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 FreJun
FreJun is an excellent platform for calling & maintaining records of calls. The product is user friendly with great analytics on reports which makes calling more productive. My most liked feature is its integration with several other platforms, virtual business number & WhatsApp option.
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