Integrations RepairShopr Plumsail Documents
RepairShopr + Plumsail Documents

Connect RepairShopr and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

RepairShopr

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Enable Integrations or automations with these events of RepairShopr and Plumsail Documents

Enable Integrations or automations with these events of RepairShopr and Plumsail Documents

Actions

List Appointment Type

List Appointment Type

Returns the list of appointment types

List All Custom Assets

List All Custom Assets

Returns the list of all custom assets

List All Contacts

List All Contacts

Returns the list of all contacts

List All Customers

List All Customers

Returns the list of all customers

List All Estimates

List All Estimates

Returns the list of all estimates

List All Invoices

List All Invoices

Returns the list of all invoices

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Frequently Asked Questions

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

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

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

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

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

The data sync between RepairShopr and Plumsail Documents 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 RepairShopr to Plumsail Documents?

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 RepairShopr and Plumsail Documents?

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

RepairShopr

About RepairShopr

RepairShopr is a platform to manage a service or repair business with job tracking (ticketing) and an emphasis on great communication.

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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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