Connect Plumsail Documents and snippet to Build Intelligent Automations

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

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

The data sync between Plumsail Documents and snippet 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.