Connect Synthflow AI and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Synthflow AI
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 Synthflow AI and Plumsail Documents
Enable Integrations or automations with these events of Synthflow AI and Plumsail Documents
Actions
Create SMS Action
Creates a SMS action
Create Transfer Call Action
Creates a transfer call action
Create Information Extractor Yes No Action
Creates an action of type information extractor yes no
Create Information Extractor Open Question Action
Creates an action for open questions
Create Call
Initiates a real-time voice call through the AI assistant.
Add WaterMark
Add a watermark to PDF as text.
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Frequently Asked Questions
To start, connect both your Synthflow AI and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Synthflow AI triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Synthflow AI 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 Synthflow AI 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 Synthflow AI 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 Synthflow AI
Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates
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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