Triggers when you add a new contact
Triggers when a new quote is created
Triggers When A New Credit Note Is Created
Triggers when a new purchase order is created
Triggers When You Add A New Bill
Triggers When A New Bank Transaction Is Created
Add a watermark to PDF as text.
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
Compress PDF document size if possible and optimize it.
Extract text from PDF takes PDF document and extracts text to Raw or HTML format.
Convert provided file to PDF file.
This action takes images and converts them to a PDF document.
Learn the top 5 strategies for automating Xero with viaSocket. Improve your workflow and maximize productivity with our detailed recommendations.
Master accounting automation with this guide with examples. Explore top tools, steps, and tips to save time, reduce errors, and streamline finances in 2025.
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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 MoreXero is a cloud-based accounting software platform for small and medium-sized businesses. It connects business owners with their financial data and advisors anytime, anywhere, on any device.
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