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Plumsail Documents + Skyvern

Connect Plumsail Documents and Skyvern to Build Intelligent Automations

Choose a Trigger

When this happens...

Request a new Trigger for Plumsail Documents

Choose an Action

Automatically do this!

Run a Workflow
Create and Run a Task V2
Create and Run a Task
Get a Task
Create a session

Ready to use Plumsail Documents and Skyvern automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New or Updated Skyvern Workflow

Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.

Request a new Trigger for Plumsail Documents

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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Know More About Plumsaildocuments and Skyvern Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

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

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

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

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

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

The data sync between Plumsail Documents and Skyvern 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 Skyvern?

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 Skyvern?

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

Documents

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About Skyvern

Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.

Productivity Project Management

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Workflows

MCP

Embed

Partners

Connect Plumsail Documents and Skyvern to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use Plumsail Documents and Skyvern automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers