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Automate tasks across Plumsail Documents with Smartsheet

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Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Plumsail Documents and Smartsheet talk.
Here are some common ways to automate work between them.

Send a Smartsheet notification when Plumsail Documents receives a high-priority item.Try now
Create a Smartsheet follow-up from new qualified activity in Plumsail Documents.Try now
Copy new customer details from Plumsail Documents into Smartsheet.Try now
Update the matching Smartsheet item when a Plumsail Documents status changes.Try now
Start a review in Smartsheet when Plumsail Documents flags an exception.Try now
Summarize new Plumsail Documents activity and save it in Smartsheet.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Plumsail Documents and Smartsheet work.

Connect your Plumsail Documents and Smartsheet. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Plumsail Documents and Smartsheet.

MindCloud connects Plumsail Documents and Smartsheet so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.