
When this happens...
Voucher Created

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
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new voucher is created.
Action is the task that follows automatically within your Voucherify integrations.
Create category with a specific name and hierarchy.
Create a customer segment.
Update the details of a reward.
Update an existing customer.
Add a watermark to PDF as text.
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

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To start, connect both your Voucherify and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Voucherify triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Voucherify 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 Voucherify 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 Voucherify 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.
Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.
Learn MorePlumsail 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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