Integrations Robolly Plumsail Documents
Robolly + Plumsail Documents

Connect Robolly and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Robolly

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

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

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

Actions

List Templates

List Templates

Number field for pagination page

List Renders

List Renders

List all renders.

Search Template Elements

Search Template Elements

Get template elements.

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.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Robolly 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 Robolly and Plumsail Documents?

The data sync between Robolly 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 Robolly 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 Robolly and Plumsail Documents?

Yes, you can set conditional logic to control the flow of data between Robolly 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.

Robolly

About Robolly

Robolly is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers a suite of AI-driven tools designed to automate tasks, improve decision-making, and optimize business processes.

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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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