Integrations and automations

Integrations and automations

Businesses are built on workflows. If they are implemented right, they can keep things working without manual intervention. Plumsail Documents is integrated with Microsoft Flow. It makes it easy to use Documents with dozens of third-party services. Here are just a few cases.

Generate documents and store them in your favorite service

SharePoint

OneDrive

Dropbox

Google Drive

Get data from your CRM, generate invoices and send them by email

Salesforce

Dynamics 365

Capsule CRM

Insightly CRM

Collect data from external forms and generate documents

Plumsail Forms

Microsoft Forms

Typeform

JotForm

Cognito Forms

Covert legal documents to PDF and digitally sign them

Adobe Sign

DocuSign

HelloSign

Set up approvals, assign tasks, send notifications for generated documents

Flow Approvals

Planner

Teams

Outlook

And much more scenarios with dozens of Microsoft Flow connectors