Plumsail Documents
 | Plumsail Documents automates document generation, conversion, and management using templates and various data sources. Integrating with Make.com lets users automatically create, convert, and deliver documents as part of their workflows, streamlining document-related processes across multiple platforms. |
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This is AI-generated content based on official Plumsail Documents documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Plumsail Documents directly.
Requirements
To use the Plumsail Documents app in Make, you must have an active account and an API Key, create your account on Plumsail Documents. For subscription, refer to the Plumsail Documents pricing page.
Connect Plumsail Documents and Make
To get started, you must first create a connection between Plumsail Documents and Make, allowing the two services to communicate.
Obtain your API Key in your Plumsail Documents account
Create the connection in Make.
Obtain your API Key in your Plumsail Documents account
Before you create the connection in Make, you should first obtain your API Key in your Plumsail Documents account.
To obtain your API Key :
Navigate to the API keys page from your account dashboard.
Click the button to add a new API key.
Select either Production or Testing mode for the API key.
Enter a name for the API key if prompted.
Click the button to create the API key.
Copy the API key displayed in the Secret column.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Plumsail Documents module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Plumsail Documents account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Plumsail Documents modules
After connecting to the Plumsail Documents app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Plumsail Documents resources
You can have access to more resources related to this app on the following links