Connect Plumsail Documents and Height to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plumsail Documents
Choose an Action
Automatically do this!
Get Task
Create Task
Search Tasks
Create Message
Create List
List all Lists
List all Tasks
List all Field Templates
List all Users
List all Groups
Create Team
Update List
Ready to use Plumsail Documents and Height automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a new task is updated.
Task Deleted
Triggers when task is deleted.
New Activity
Triggers when a new activity is created.
Activity Updated
Triggers when a activity is updated.
Activity Deleted
Triggers when a activity is deleted.
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 Height accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in Height (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in Height. This includes choosing which data fields go into which fields of Height, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and Height 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 Height. 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 Height
Height is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
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