Connect Segmetrics and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Segmetrics
Choose an Action
Automatically do this!
Add WaterMark
Protect PDF document
Compress PDF Document
Extract text from PDF
Convert Any to PDF
Convert Image to PDF
Merge DOCX Files
Merge Any Files Into PDF
Merge XLSX Files
Convert PDF to Image
Email to PDF
Start Process
Convert PDF to Text
Enable Integrations or automations with these events of Segmetrics and Plumsail Documents
Enable Integrations or automations with these events of Segmetrics and Plumsail Documents
Actions
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
Add Purchase to Contact
Adds a purchase to the specified SegMetrics integration.
Adds subscription
Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.
Remove Tags to Contact
Remove Tags to Contact
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Frequently Asked Questions
To start, connect both your Segmetrics and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Segmetrics triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Segmetrics 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.
The data sync between Segmetrics and Plumsail Documents 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 Segmetrics 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.
About Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
Learn MoreAbout 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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