Plumsail
A suite of tools for automating document generation, web forms, and helpdesk workflows in Microsoft 365 and SharePoint
| What is it | A suite of tools for automating document generation, web forms, and helpdesk workflows in Microsoft 365 and SharePoint |
|---|---|
| Pricing | Unknown |
| Platform | Web Application |
| Works with | Zapier |
| Best for | Automating document creation from templates, Collecting client data via web forms and storing it in SharePoint |
| Domain registered | 2012 |
Data updated Aug. 1, 2026
What does Plumsail do?
Plumsail is a collection of tools designed to automate routine tasks inside Microsoft 365 and SharePoint. It covers document generation, web forms, helpdesk ticketing, and data visualization. Instead of building custom solutions from scratch, you get ready-made components that plug directly into your existing Microsoft environment.
The suite includes Plumsail Documents for creating documents from templates and collecting eSignatures, Plumsail Forms for building public web forms that save submissions to SharePoint or Airtable, and Plumsail Helpdesk which turns your inbox into a ticketing system with automatic request assignment. There are also add-ons like Actions for Power Automate (advanced SharePoint actions), Org Chart for SharePoint, and Charts for SharePoint. The tools integrate with Power Automate, Make, and Zapier, so you can connect them to other services without writing code.
Plumsail is best suited for SharePoint administrators, IT teams, and business users who need to streamline document workflows, collect data from external clients, or manage support requests inside Microsoft 365. It's a practical, no-nonsense set of tools for organizations already invested in the Microsoft ecosystem.
Key features
What makes it stand outWho is Plumsail for?
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