Integrations Sendme Plumsail Documents
Sendme + Plumsail Documents

Connect Sendme and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Sendme

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Ready to use Sendme and Plumsail Documents automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Update Contact

New or Update Contact

Triggers when a contact is created or Updated.

Request a new Trigger for Sendme

Do thisActions

Action is the task that follows automatically within your Sendme integrations.

Update Contact

Update Contact

Update contact in Sendme.

Create Contact

Create Contact

Create contact in Sendme

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.

Extract text from PDF

Extract text from PDF

Extract text from PDF takes PDF document and extracts text to Raw or HTML format.

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Frequently Asked Questions

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

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

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

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

The data sync between Sendme 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 Sendme 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 Sendme and Plumsail Documents?

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

Sendme

About Sendme

Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.

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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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