Plumsail

Automate your work routine

Plumsail is a suite of tools for automating routine work around documents, forms, and service requests within Microsoft 365 and SharePoint. It addresses tasks such as generating documents from templates, collecting eSignatures, building web forms, and turning an inbox into a ticketing system for customer support and IT service desks.

The product line includes Plumsail Documents, Plumsail Forms, and Plumsail Helpdesk, alongside Actions for Power Automate for managing SharePoint sites, lists, permissions, and documents; Forms for SharePoint for multi-step layouts with tabs and related items; Org Chart for SharePoint; and Charts for SharePoint built from lists, libraries, or external data. Forms submissions can be saved to SharePoint or Airtable, and data processing can be automated with Power Automate, Make, or Zapier. The platform offers data residency options in Europe, Australia, and the United States, with a 99.9% uptime commitment for Enterprise customers.

Plumsail is aimed at organizations working within Microsoft 365 and SharePoint, including businesses, educational institutions, and non-profits. Packaging includes a free initial consultation, and an Enterprise edition is referenced for the uptime commitment; further plan and pricing details are not specified here.

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