Integrations Stormboard Plumsail Documents
Stormboard + Plumsail Documents

Connect Stormboard and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Stormboard

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Ready to use Stormboard and Plumsail Documents automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Idea Created

Idea Created

Triggered when a new idea is created in Stormboard.

Request a new Trigger for Stormboard

Do thisActions

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

Create Idea

Create Idea

Create a new idea in a Stormboard storm and set its type, content, and color.

Create Storm

Create Storm

Create a Stormboard Storm with a title, plan (personal or team), optional description/goals, and an option to show idea creators' avatars.

Search Storms

Search Storms

Find Stormboard storms by name with optional filters (status, order, results, start) and return matching storms.

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 Stormboard and Plumsail Documents?

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

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

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

The data sync between Stormboard 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 Stormboard 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 Stormboard and Plumsail Documents?

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

Stormboard

About Stormboard

An online stickynote whiteboard making meetings, brainstorms, and creative projects more productive and effective.

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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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