Connect Plumsail Documents and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plumsail Documents
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Create Company Customer
Create Quote
Update a company customer
Ready to use Plumsail Documents and Pennylane automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
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 Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and Pennylane 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 Pennylane. 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 Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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