Integrations Plumsail Documents sendsafely
Plumsail Documents + sendsafely

Connect Plumsail Documents and sendsafely to Build Intelligent Automations

Choose a Trigger

Plumsail Documents

When this happens...

Choose an Action

sendsafely

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Enable Integrations or automations with these events of Plumsail Documents and sendsafely

Enable Integrations or automations with these events of Plumsail Documents and sendsafely

Actions

Add WaterMark

Add WaterMark

Add a watermark to PDF as text.

Protect PDF document

Protect PDF document

Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

Compress PDF Document

Compress PDF Document

Compress PDF document size if possible and optimize it.

Extract text from PDF

Extract text from PDF

Extract text from PDF takes PDF document and extracts text to Raw or HTML format.

Convert Any to PDF

Convert Any to PDF

Convert provided file to PDF file.

Convert Image to PDF

Convert Image to PDF

This action takes images and converts them to a PDF document.

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Frequently Asked Questions

How do I start an integration between Plumsail Documents and sendsafely?

To start, connect both your Plumsail Documents and sendsafely accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in sendsafely (or vice versa).

Can we customize how data from Plumsail Documents is recorded in sendsafely?

Absolutely. You can customize how Plumsail Documents data is recorded in sendsafely. This includes choosing which data fields go into which fields of sendsafely, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Plumsail Documents and sendsafely?

The data sync between Plumsail Documents and sendsafely typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Plumsail Documents to sendsafely?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Plumsail Documents and sendsafely?

Yes, you can set conditional logic to control the flow of data between Plumsail Documents and sendsafely. 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

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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sendsafely

About sendsafely

SendSafely is an end-to-end encrypted file transfer platform that lets you securely attach any file to any platform.

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