Connect Wati and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
New Event Occurs
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 Wati and Plumsail Documents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Occurs
Runs when a specific event occurs in Wati.
Do thisActions
Action is the task that follows automatically within your Wati integrations.
Send Template Based WhatsApp Message
Send a predefined WhatsApp message template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Update Contact Attributes
Update an existing Contact with attributes on WATI.
Start Chat Bot
Start a chat bot in specific wati contact.
Assign User
Assign conversation to other user/agent.
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Frequently Asked Questions
To start, connect both your Wati and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Wati triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Wati 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 Wati 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 Wati 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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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.
Learn More
