Documents & Forms
Microsoft 365 & SharePoint Tools
Classic SharePoint Tools
May 06, 2020
Plumsail Documents integration with Zapier — generate documents from templates based on your favorite apps data
Angelika Cherina
Angelika Cherina
Lead Marketing Specialist

Plumsail team is excited to announce Zapier integration for Plumsail Documents.

What is Zapier?

You may be using Plumsail Documents in Power Automate Flow to build automated workflows.

Zapier is a kind of a similar platform for connecting Web services to make your work done automatically.

It has 2000+ applications you can connect to Plumsail Documents. It means you can generate personalized documents from thousands of popular services like Airtable, Salesforce, Dynamics 365, JotForm, Typeform — actually, the list is too long.


How does it work?

Automated connections between apps are called Zaps. Every Zap has a trigger — an event that makes this Zap start. And an action or a series of actions — what happens after the trigger.

Plumsail Documents application has a Start Process action in Zapier.

An example of integration with JotForm

Review a simple zap that connects Plumsail Documents and JotForm to generate documents from a DOCX template on a JotForm submission.

This is the form from which we’ll start the process:


This is how the complete zap looks:


Getting started

Sign up for Plumsail Documents to start a 30-day free trial.

Our team is always ready to guide you — just drop us a line to [email protected].

Note: The post has been originally published at Medium:
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