Connect Teamwork and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
New Comment
New Company
New Expense
New File
New Invoice
New Link
New Message
New Message Reply
New Milestone
New Notebook
New Project
New Task List
New Time Entry
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggered when you add a new task.
New Comment
Triggered when you add a new comment.
New Company
Triggered when you add a new company.
New Expense
Triggered when you add a new expense.
New File
Triggered when you add a new file.
New Invoice
Triggered when you add a new invoice.
Do thisActions
Action is the task that follows automatically within your Teamwork integrations.
Create Company
Creates a new company.
Create Project
Creates a new project.
Create Person
Creates a new person.
Create Task
Creates a new task.
Create Task List
Creates a new task list.
Create Link Category
Creates a new link category.
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Frequently Asked Questions
To start, connect both your Teamwork and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Teamwork 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 Teamwork 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 Teamwork 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 Teamwork
Teamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
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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