
When this happens...
New Event
New Attendee
New Checkin
New Order

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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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new event created.
Triggers when a new attendee is added.
Triggers when an attendee is checked in.
Trigger when new order is created
Action is the task that follows automatically within your Zoho Backstage integrations.
Get attendee details by unique id.
Creates an order in offline mode
Add a watermark to PDF as text.
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
Compress PDF document size if possible and optimize it.
Extract text from PDF takes PDF document and extracts text to Raw or HTML format.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho Backstage and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Backstage triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how Zoho Backstage 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 Zoho Backstage 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 Zoho Backstage 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.
Zoho Backstage is an enterprise event management tool to help you create memorable event experiences.
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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