
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Plumsail Documents and NGP VAN
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.

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To start, connect both your Plumsail Documents and NGP VAN accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in NGP VAN (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in NGP VAN. This includes choosing which data fields go into which fields of NGP VAN, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and NGP VAN 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 NGP VAN. 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 MoreNGP VAN is the leading technology provider to Democratic and progressive campaigns and organizations, nonprofits, municipalities, and others, offering an integrated platform of the best fundraising, compliance, field, organizing, digital, and social networking products.
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