Automate Plumsail Documents — generate DOCX, PDF & XLSX from templates
Use viaSocket to connect Plumsail Documents to CRMs, forms, SharePoint and AI so your team automatically creates accurate contracts, invoices and onboarding packets without manual work.
Available Events and Actions
Enable Integrations or automations with these events of Plumsail Documents
When this happensTrigger
No trigger 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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How to get started with Plumsail Documents automations
Automate when something happens in Plumsail Documents
Login -> Create new flow -> Select trigger -> Search Plumsail Documents -> Choose the trigger from the list
Take action in Plumsail Documents when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Plumsail Documents -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
It automates document creation from templates (DOCX, PDF, XLSX). viaSocket connects your apps — CRM, forms, SharePoint — to Plumsail so documents are populated, saved, and distributed automatically when business events happen.
Plumsail generates DOCX, PDF and XLSX templates and works with Microsoft 365 and SharePoint. viaSocket passes data from your other apps into those templates and saves results where you need them.
Yes. viaSocket can call AI to draft summaries, extract or normalize data from text or forms, then send that enriched data into Plumsail templates—so documents are smarter and require less manual editing.
You can start with a simple workflow: pick a trigger (e.g., 'deal won' or form submitted), map the key fields to a Plumsail template, and set where to save or send the output. No developer work required for common templates and integrations.
Yes. Use SharePoint and Microsoft 365 storage and your existing account controls for access. viaSocket forwards only the data you authorize into Plumsail templates and stores outputs where you specify, keeping document access under your policies.
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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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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