Connect Microsoft Sharepoint and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
New List Created
New List Item Created
Updated List Item
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
Ready to use Microsoft Sharepoint and Plumsail Documents automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New List Created
Triggers when new list is created.
New List Item Created
Triggers when new item in the list is created.
Updated List Item
Trigger when existing item in the list is updated.
Do thisActions
Action is the task that follows automatically within your Microsoft Sharepoint integrations.
Create a list
Create a new list
Create a List Item
Creates a new List Item.
Update List Item
Update an existing list item.
Delete List Item
Delete an existing list item.
Find List Item
Find an existing list item on user given value.
Add WaterMark
Add a watermark to PDF as text.
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Step by step guides to integrate Microsoft Sharepoint and Plumsail Documents
Frequently Asked Questions
To start, connect both your Microsoft Sharepoint and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Sharepoint triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint 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 Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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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