Integrations Wootric Plumsail Documents
Wootric + Plumsail Documents

Connect Wootric and Plumsail Documents to Build Intelligent Automations

Choose a Trigger

Wootric

When this happens...

Choose an Action

Plumsail Documents

Automatically do this!

Enable Integrations or automations with these events of Wootric and Plumsail Documents

Enable Integrations or automations with these events of Wootric and Plumsail Documents

Actions

Create End User

Create End User

Creates a new end user in Wootric.

List End Users

List End Users

Get all an existing users.

List Segments

List Segments

List all an existing segments.

List Declines

List Declines

Get all an existing declines.

Get All End User’s Declines

Get All End User’s Declines

Get all an existing end user's declines.

Get NPS Summary

Get NPS Summary

Get all an existing nps summary.

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Frequently Asked Questions

How do I start an integration between Wootric and Plumsail Documents?

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

Can we customize how data from Wootric is recorded in Plumsail Documents?

Absolutely. You can customize how Wootric 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 Wootric and Plumsail Documents?

The data sync between Wootric 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 Wootric 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 Wootric and Plumsail Documents?

Yes, you can set conditional logic to control the flow of data between Wootric 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.

Wootric

About Wootric

Wootric is a customer feedback management platform that helps businesses gather, analyze, and act on customer feedback to improve customer satisfaction and loyalty

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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.

Learn More