{"id":21994,"date":"2025-03-21T12:22:39","date_gmt":"2025-03-21T12:22:39","guid":{"rendered":"https:\/\/blog.integrately.com\/?p=21994"},"modified":"2025-03-24T11:40:06","modified_gmt":"2025-03-24T11:40:06","slug":"plumsail-documents-integrations","status":"publish","type":"post","link":"https:\/\/blog.integrately.com\/plumsail-documents-integrations","title":{"rendered":"Automate Document Generation with Plumsail Documents and Integrately"},"content":{"rendered":"\n<p><br>If you create invoices, contracts, or reports daily and would like to automate the document generation process and save time and effort, <a href=\"https:\/\/integrately.com\/integrations\/plumsail-documents\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Plumsail <\/strong>and <strong>Integrately<\/strong><\/a><strong> <\/strong>will help you achieve this. With these two products, you can automate document generation and create workflows that work for you.<\/p>\n\n\n\n<p>In this article, you will learn what is Plumsail Documents and how to connect it to Integrately to improve your productivity. We will explore a few practical use cases, so you get the gist of what\u2019s possible.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"933\" height=\"412\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/selectwhatwillstarttheautomation.gif\" alt=\"selectwhatwillstarttheautomation\" class=\"wp-image-22009\"\/><\/figure>\n\n\n\n<div id=\"What-is-Plumsail-Documents?\" class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\">What is Plumsail Documents?<\/h2>\n\n\n\n<p><a href=\"https:\/\/plumsail.com\/documents\/\" target=\"_blank\" rel=\"noreferrer noopener\">Plumsail Documents<\/a> is a powerful tool to automate document generation and delivery. You can generate documents automatically by pulling data from your favorite app, databases, or simply by filling in a web form. It will create a document based on a template which can further be saved to your preferred cloud storage, delivered via email, or sent for signature. By using different triggers, it allows users to have full control over workflows and automation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Key Features of Plumsail Documents<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list default\">\n<li><strong>Create documents based on templates<\/strong> \u2013 Create documents from templates using tokens which are dynamically populated with data from your data sources.&nbsp;<\/li>\n\n\n\n<li><strong>Choose output formats \u2013 <\/strong>Get your output documents saved and delivered in different formats such as DOCX, PDF, XLSX, PPTX, and more.&nbsp;<\/li>\n\n\n\n<li><strong>Automate Workflows \u2013 <\/strong>Choose different deliveries via email, save to any cloud storage or trigger further automation.<\/li>\n\n\n\n<li><strong>Integrate with popular apps<\/strong> \u2013 Connect to different CRMs, and databases or choose an automation workflow tool like Integrately. Plumsail Documents have over 2000 integrations!&nbsp;<\/li>\n\n\n\n<li><strong>E-sign documents and create approval workflows<\/strong> \u2013 Automatically send documents to be signed and create different approval workflows.<\/li>\n<\/ul>\n<\/div><\/div>\n\n\n\n<div id=\"How-to-connect-Plumsail-Documents-to-Integrately\" class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\">How to connect Plumsail Documents to Integrately&nbsp;<\/h2>\n\n\n\n<p>With Plumsail and Integrately you can automate document workflows with a few clicks by connecting it to 1200+ apps. Here are a few necessary steps:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Sign Up for Integrately<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <a href=\"https:\/\/integrately.com\/\">Integrately website<\/a> and sign up for free or log into your account<\/li>\n\n\n\n<li>Click on <strong>Create New Automation<\/strong><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><strong>Step 2: Select Plumsail Documents and Your Desired App<\/strong><\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Search for <strong>Plumsail Documents <\/strong>in the app list<\/li>\n\n\n\n<li>Search for another app you want to integrate with. Integrately has over 1200 apps to choose from.&nbsp;<\/li>\n\n\n\n<li>Choose the trigger and corresponding action.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><strong>Step 3: Configure the Integration<\/strong><\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Authenticate your Plumsail Documents account with the API key<\/li>\n\n\n\n<li>Map the necessary fields<\/li>\n\n\n\n<li>Test the workflow<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><strong>Step 4: Activate Automation<\/strong><\/strong><\/h3>\n\n\n\n<p>Once you tested the flow and you are satisfied with the outcome, <strong>Turn On<\/strong> the automation and your documents will be processed automatically based the defined triggers.<\/p>\n<\/div><\/div>\n\n\n\n<div id=\"Practical-Use-Cases-of-Plumsail-Documents-and-Integrately\" class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\">Practical Use Cases of Plumsail Documents and Integrately<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Automate Invoice Generation<\/strong><\/h3>\n\n\n\n<p>Example: Suppose you want to automate invoice generation for new Shopify orders. In this case, you would set the trigger as <strong>&#8220;Order Created in Shopify&#8221;<\/strong>, and the action as <strong>&#8220;Start a Process in Plumsail Documents&#8221;<\/strong> to generate and send the invoice to the customer.<\/p>\n\n\n\n<p>By using this automation, your customers will instantly get a PDF invoice sent to their email address.\u00a0<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1308\" height=\"797\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Invoice-Generation-when-order-is-created.png\" alt=\"Automate Invoice Generation when order is created\" class=\"wp-image-22010\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Invoice-Generation-when-order-is-created.png 1308w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Invoice-Generation-when-order-is-created-300x183.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Invoice-Generation-when-order-is-created-1024x624.png 1024w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Invoice-Generation-when-order-is-created-768x468.png 768w\" sizes=\"auto, (max-width: 1308px) 100vw, 1308px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Create Contracts for New Clients<\/strong><\/h3>\n\n\n\n<p>Example: Suppose you want to automate contract generation for new HubSpot contacts. In this case, you would set the trigger as <strong>&#8220;Contact Created in HubSpot&#8221;<\/strong>, and the action as <strong>&#8220;Start a Process in Plumsail Documents&#8221;<\/strong> to generate and send the contract for e-signature.<\/p>\n\n\n\n<p>To set this up, you\u2019ll need to create a process in Plumsail Documents, upload a contract template, and choose the preferred delivery method for e-signature.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1294\" height=\"788\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Create-Contracts-for-New-Clients.png\" alt=\"Create Contracts for New Clients\" class=\"wp-image-22012\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Create-Contracts-for-New-Clients.png 1294w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Create-Contracts-for-New-Clients-300x183.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Create-Contracts-for-New-Clients-1024x624.png 1024w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Create-Contracts-for-New-Clients-768x468.png 768w\" sizes=\"auto, (max-width: 1294px) 100vw, 1294px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Save Documents to Cloud Storage<\/strong><\/h3>\n\n\n\n<p>Example: You can start this automation with any trigger of your choice. The trigger will then initiate the <strong>&#8220;Start a Process in Plumsail Documents&#8221;<\/strong> action, which will generate a document based on the selected template and save it to Plumsail Documents\u2019 cloud storage.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1456\" height=\"193\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Start-a-process-in-Plumsail-Documents.png\" alt=\"Start a process in Plumsail Documents\" class=\"wp-image-22013\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Start-a-process-in-Plumsail-Documents.png 1456w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Start-a-process-in-Plumsail-Documents-300x40.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Start-a-process-in-Plumsail-Documents-1024x136.png 1024w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Start-a-process-in-Plumsail-Documents-768x102.png 768w\" sizes=\"auto, (max-width: 1456px) 100vw, 1456px\" \/><\/figure>\n\n\n\n<p>To save the resulting document to your cloud, you can choose one of the built-in delivery options inside Plumsail Documents. In this case, your automation in Integrately will end with the &#8216;Start a process&#8217; action, and the process itself will handle the document delivery.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1898\" height=\"1074\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/handle-the-document-delivery.png\" alt=\"handle the document delivery\" class=\"wp-image-22014\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/handle-the-document-delivery.png 1898w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/handle-the-document-delivery-300x170.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/handle-the-document-delivery-1024x579.png 1024w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/handle-the-document-delivery-768x435.png 768w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/handle-the-document-delivery-1536x869.png 1536w\" sizes=\"auto, (max-width: 1898px) 100vw, 1898px\" \/><\/figure>\n\n\n\n<p>Otherwise, you can add another action after the &#8216;Start a process&#8217; action in Integrately and use its output to save the document to your cloud storage.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong><strong>Automate Report Creation and Distribution<\/strong><\/strong><\/h3>\n\n\n\n<p>You can automate report creation and distribution using Plumsail Documents. Example: Suppose you use Google Sheets as your database\u2014you can set the trigger as <strong>&#8220;New Spreadsheet Row Created in Google Sheets.&#8221;<\/strong> This will initiate the action <strong>&#8220;Generate Document from PPTX Template in Plumsail Documents.&#8221; <\/strong>It allows you to automatically deliver the report via email, save it to cloud storage, or send it to Slack or Microsoft Teams.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1428\" height=\"633\" src=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Report-Creation-and-Distribution.png\" alt=\"Automate Report Creation and Distribution\" class=\"wp-image-22015\" srcset=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Report-Creation-and-Distribution.png 1428w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Report-Creation-and-Distribution-300x133.png 300w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Report-Creation-and-Distribution-1024x454.png 1024w, https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Report-Creation-and-Distribution-768x340.png 768w\" sizes=\"auto, (max-width: 1428px) 100vw, 1428px\" \/><\/figure>\n\n\n\n<p>These are just a few cases to explain the basic use of Plumsail Documents with Integrately. There is much more to it. These kinds of automations can save and streamline operations across different departments in your company.<\/p>\n<\/div><\/div>\n\n\n\n<div id=\"List-of-Plumsail-Documents-Actions-in-Integrately\" class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\">List of Plumsail Documents Actions in Integrately<\/h2>\n\n\n\n<p>Plumsail Documents actions in Integrately to generate documents from templates:<\/p>\n\n\n\n<ul class=\"wp-block-list default\">\n<li>Start a Process in Plumsail Documents<\/li>\n\n\n\n<li>Generate Document from DOCX template&nbsp;<\/li>\n\n\n\n<li>Generate Document from fillable PDF<\/li>\n\n\n\n<li>Generate Document from HTML template<\/li>\n\n\n\n<li>Generate Document from PPTX template<\/li>\n\n\n\n<li>Generate Document from XLSX template<\/li>\n<\/ul>\n\n\n\n<p>Plumsail Documents actions in Integrately to convert different types of documents:<\/p>\n\n\n\n<ul class=\"wp-block-list default\">\n<li>Convert HTML to PDF<\/li>\n\n\n\n<li>Convert HTML to DOCX&nbsp;<\/li>\n\n\n\n<li>Convert PDF to BMP<\/li>\n\n\n\n<li>Convert XLSX to PDF<\/li>\n\n\n\n<li>Convert XLS to XLSX&nbsp;<\/li>\n\n\n\n<li>Convert DOCX to PDF&nbsp;<\/li>\n\n\n\n<li>Convert PDF to Text<\/li>\n\n\n\n<li>Convert PPTX to PDF<\/li>\n\n\n\n<li>Convert PPT to PPTX<\/li>\n\n\n\n<li>Convert PDF to JPEG<\/li>\n\n\n\n<li>Convert PDF to PNG<\/li>\n\n\n\n<li>Convert Images to PDF<\/li>\n\n\n\n<li>Convert CSV to Excel<\/li>\n\n\n\n<li>Convert DOC to DOCX<\/li>\n<\/ul>\n\n\n\n<p>And a few more actions to work with PDFs:<\/p>\n\n\n\n<ul class=\"wp-block-list default\">\n<li>Add PDF watermark in PDF<\/li>\n\n\n\n<li>Split PDF<\/li>\n\n\n\n<li>Fill in PDF form<\/li>\n\n\n\n<li>Add text watermark to PDF<\/li>\n\n\n\n<li>Protect PDF<\/li>\n\n\n\n<li>Compress PDF<\/li>\n\n\n\n<li>Merge PDF<\/li>\n\n\n\n<li>Add image Watermark to PDF<\/li>\n<\/ul>\n\n\n\n<p>Actions like Create Archive, Extract from Archive, and Merge DOCX could be also found and used with Integrately.<\/p>\n<\/div><\/div>\n\n\n\n<div id=\"Conclusion\" class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\n\n\n\n<p>Documents are at the heart of every business, but creating them manually can be time-consuming and prone to errors. With Plumsail Documents and Integrately, you can automate this entire process\u2014turning routine tasks into seamless workflows.&nbsp;<\/p>\n\n\n\n<p>Whether it\u2019s generating invoices, contracts, or reports, automation ensures speed, accuracy, and consistency while freeing you up for more meaningful work. Instead of spending hours on document creation, let automation handle it, so you can focus on growing your business.<\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>If you create invoices, contracts, or reports daily and would like to automate the document generation process and save time and effort, Plumsail and Integrately will help you achieve this. With these two products, you can automate document generation and create workflows that work for you. In this article, you will learn what is Plumsail<a class=\"moretag\" \n href=\"https:\/\/blog.integrately.com\/plumsail-documents-integrations\">Continue Reading&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":22019,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[],"class_list":["post-21994","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-app-integrations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Automate document generation for any purpose with Plumsail Documents integrations<\/title>\n<meta name=\"description\" content=\"Automate document generation with Plumsail Documents and Integrately. 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Create invoices, contracts, or reports with a few clicks using powerful workflows.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/blog.integrately.com\/plumsail-documents-integrations\" \/>\n<meta property=\"og:site_name\" content=\"Integrately Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/integrately\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.facebook.com\/abhipreneur\" \/>\n<meta property=\"article:published_time\" content=\"2025-03-21T12:22:39+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-24T11:40:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.integrately.com\/wp-content\/uploads\/2025\/03\/Automate-Document-Generation-with-Plumsail-Documents-and-Integrately.png\" \/>\n\t<meta property=\"og:image:width\" content=\"610\" \/>\n\t<meta property=\"og:image:height\" content=\"343\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Abhishek A Agrawal\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@abhipreneur\" \/>\n<meta name=\"twitter:site\" content=\"@IntegratelyApp\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Abhishek A Agrawal\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/blog.integrately.com\\\/plumsail-documents-integrations#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog.integrately.com\\\/plumsail-documents-integrations\"},\"author\":{\"name\":\"Abhishek A Agrawal\",\"@id\":\"https:\\\/\\\/blog.integrately.com\\\/#\\\/schema\\\/person\\\/79cb5a3dd90804c8142608b98ee56cf5\"},\"headline\":\"Automate Document Generation with Plumsail Documents and Integrately\",\"datePublished\":\"2025-03-21T12:22:39+00:00\",\"dateModified\":\"2025-03-24T11:40:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/blog.integrately.com\\\/plumsail-documents-integrations\"},\"wordCount\":1047,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/blog.integrately.com\\\/plumsail-documents-integrations#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog.integrately.com\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/Automate-Document-Generation-with-Plumsail-Documents-and-Integrately.png\",\"articleSection\":[\"App Integrations\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/blog.integrately.com\\\/plumsail-documents-integrations#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/blog.integrately.com\\\/plumsail-documents-integrations\",\"url\":\"https:\\\/\\\/blog.integrately.com\\\/plumsail-documents-integrations\",\"name\":\"Automate document generation for any purpose with Plumsail Documents integrations\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/blog.integrately.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/blog.integrately.com\\\/plumsail-documents-integrations#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/blog.integrately.com\\\/plumsail-documents-integrations#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/blog.integrately.com\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/Automate-Document-Generation-with-Plumsail-Documents-and-Integrately.png\",\"datePublished\":\"2025-03-21T12:22:39+00:00\",\"dateModified\":\"2025-03-24T11:40:06+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/blog.integrately.com\\\/#\\\/schema\\\/person\\\/79cb5a3dd90804c8142608b98ee56cf5\"},\"description\":\"Automate document generation with Plumsail Documents and Integrately. 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