Integrations Plumsail Documents Twenty
Plumsail Documents + Twenty

Connect Plumsail Documents and Twenty to Build Intelligent Automations

Choose a Trigger

Plumsail Documents

When this happens...

Choose an Action

Twenty

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Message

New Message

Triggers when a new message is created

Updated Message

Updated Message

Triggers when an existing message is updated

New Favorite

New Favorite

Triggers when a new favorite is created

New Attachment

New Attachment

Triggers when a new attachment is created

New Blocklist

New Blocklist

Triggers when a new blocklist is created

New Note

New Note

Triggers when a new note is created

Do thisActions

Action is the task that follows automatically within your Plumsail Documents integrations.

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 Twenty?

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

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

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

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

The data sync between Plumsail Documents and Twenty 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 Twenty?

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 Twenty?

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

About Twenty

Twenty is a platform designed to enhance social interactions and event planning, making it easier for users to connect with friends and organize gatherings. It offers tools for scheduling, managing invitations, and tracking RSVPs, all aimed at simplifying the process of bringing people together.

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