Connect Plumsail Documents and Veeqo to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Plumsail Documents
Choose an Action
Automatically do this!
Create a Customer
Get Order Details
Find Customer
Create a New Product
Find Product
Ready to use Plumsail Documents and Veeqo automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product
Triggers when a new product is added to the inventory.
New Customer
Triggers when a new customer profile is created.
New Shipped Order
Trigger when an order is shipped.
New Incomplete Purchase Order
Triggers when a new incomplete Purchase Order is created.
New Ready to Ship Order
Triggers when a new order is created with the status of "Ready to Ship".
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 Veeqo accounts to viaSocket. Once connected, you can set up a workflow where an event in Plumsail Documents triggers actions in Veeqo (or vice versa).
Absolutely. You can customize how Plumsail Documents data is recorded in Veeqo. This includes choosing which data fields go into which fields of Veeqo, setting up custom formats, and filtering out unwanted information.
The data sync between Plumsail Documents and Veeqo 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 Veeqo. 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 Veeqo
Veeqo is a powerful inventory and order management software designed to help retailers streamline their operations. It integrates with various sales channels, shipping carriers, and accounting software to provide a unified platform for managing stock, orders, and deliveries.
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