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