HelpDesk
Oct 24
Create a SharePoint self-service portal with a Knowledge base
Learn how to set up a SharePoint self-service portal with a Knowledge base to improve IT support, reduce tickets, and provide 24/7 access to information.
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FormsSep 23Set up SharePoint approval flows in Power Automate with multiple approvers, sequential approvals, and external users
Learn how to create approval workflows in Power Automate for SharePoint lists, with sequential approvals, multiple approvers, and submissions from external users.
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FormsLast updated: Sep 05How to send public web form data to QuickBooks using Make
Learn how to connect your public web forms to QuickBooks. Build a Make scenario that automatically creates a new customer and generates an estimate every time a lead submits a form.
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DocumentsJul 22How to automatically generate PDF from Google Sheets using Make
Generate one PDF from a single row or multiple PDFs from a list of rows in Google Sheets using Make.
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DocumentsJul 04Extract text from PDF and automate document processing in Make
Learn how to extract text from PDF files and automate your workflows in Make using Plumsail Documents
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HelpDeskJul 03How to Create a SharePoint Helpdesk Ticketing System
Learn how to create a SharePoint HelpDesk ticketing system with native SharePoint tools or a ready-to-use powerful alternative with advanced features.
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DocumentsCustomer StoryJun 19Automating medical center operations with Power Platform and Plumsail Documents by WinOn365
See how WinOn365 automated a Swiss clinic's workflows using Microsoft Power Platform and Plumsail Documents, eliminating manual Excel processes.
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FormsJun 10Nintex Forms Alternative for SharePoint Online & On-Premises
Need a reliable alternative to Nintex Forms? Plumsail Forms supports SharePoint Online and On-Premises with powerful customization and transparent pricing.
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DocumentsMay 23How to generate Excel documents from Airtable records automatically
Learn how to generate an Excel file from an Airtable record using a Plumsail Documents extension button inside your table.
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Org ChartMay 23Save Filtered Views in SharePoint Org Chart by Department, Team, Location, and More
Learn how to create custom views in SharePoint Org Chart with options for advanced filtering using JavaScript.
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FormsCustomer StoryMay 14How Studio Source Yearbooks replaced PDF order forms with Airtable and Plumsail
See how a yearbook software company automated their ordering process using Plumsail Forms with complex calculations, conditional logic, and Airtable integration.
