Integrations WhatsApp Business Cloud Plumsail Documents
WhatsApp Business Cloud + Plumsail Documents

Connect WhatsApp Business Cloud and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

WhatsApp Business Cloud

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Message Notification

Message Notification

Triggers when a new message is received.

Request a new Trigger for WhatsApp Business Cloud

Do thisActions

Action is the task that follows automatically within your WhatsApp Business Cloud integrations.

List Templates

List Templates

List Templates available in the specific phone number.

Send Text Message

Send Text Message

Text messages can be sent in customer-initiated conversations only

Send Template Message

Send Template Message

Send Template Message

WhatsApp

WhatsApp

WhatsApp human inteterface.

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.

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Frequently Asked Questions

How do I start an integration between WhatsApp Business Cloud and Plumsail Documents?

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

Can we customize how data from WhatsApp Business Cloud is recorded in Plumsail Documents?

Absolutely. You can customize how WhatsApp Business Cloud 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 WhatsApp Business Cloud and Plumsail Documents?

The data sync between WhatsApp Business Cloud 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 WhatsApp Business Cloud 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 WhatsApp Business Cloud and Plumsail Documents?

Yes, you can set conditional logic to control the flow of data between WhatsApp Business Cloud 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.

WhatsApp Business Cloud

About WhatsApp Business Cloud

WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.

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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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