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Zapier makes it easy to integrate JobNimbus with Plumsail Documents - no code necessary. See how you can get setup in minutes.
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JobNimbus
JobNimbus
1. Choose trigger event
Plumsail Documents
Plumsail Documents
2. Choose action
1. Select the event
Setup
Test
JobNimbus
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Contact Created, Modified or Deleted" from JobNimbus.
Add your action
An action happens after the trigger—such as "Convert to PDF" in Plumsail Documents.
You’re connected!
Zapier seamlessly connects JobNimbus and Plumsail Documents, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Id
Required
Display_name
Required
First_name
Last_name
Company
Email
Contact Type
Status_name
Source_name
Description
Sales_rep_name
Home_phone
Mobile_phone
Work_phone
Fax_number
Website
Address_line1
Address_line2
City
State_text
Zip
Created_by_name
Date_created
Date_start
Date_end
Tags
External_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Name
Required
Primary_contact_id
Required
Address_line1
Required
Address_line2
City
Required
State_text
Required
Zip
Required
Country_name
Tags
Date_created
Date_start
Date_end
Job Type
Status_name
External_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
File to convert
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File name
Required
Password
Files
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
DOCX file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Email file
Required
Merge Attachments
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
JSON data
Required
Lock form fields
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Data
Required
Template file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Data
Required
Template file
Required
Locale
Timezone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Data
Required
Template file
Required
Output type
Locale
Timezone
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Raw HTML
HTML file
Margins
Size
Orientation
Decode HTML
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Rich Text (HTML)
Required
Overlay layer
Watermark position
Opacity
Angle
X coordinate
Y coordinate
Start page
End page
Pages
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Image content
Required
Watermark position
Opacity
Watermark image width
A new height for the image that will be using for watermark
Auto scale
X coordinate
Y coordinate
Start page
End page
Pages
Password
PDF owner password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
JSON file
JSON data
Mapppings
Path to JSON array
Locale
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Files
Required
Preserve Bookmarks
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Filename Prefix
DPI
Pages
Start Page
End Page
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Result Type
Start Page
End Page
Password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PPTX file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Enable printing
Required
Enable modification
Required
Enable extract data
Required
Enable annotate
Required
PDF owner password
PDF user password
Current password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Regular expression pattern
Required
String to search for matches
Required
Replacement string
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Process Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
PDF file
Required
Text content
Required
Rotation
Font
Bold
Italic
Text Align
Font Size
Color
Watermark position
Opacity
X coordinate
Y coordinate
Start page
End page
Password
PDF owner password
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
XLS file
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use JobNimbus and Plumsail Documents with AI agents and code
Beyond Zap workflows. Call JobNimbus and Plumsail Documents actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose JobNimbus and Plumsail Documents actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Attachment
Convert to PDF
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect JobNimbus and Plumsail Documents to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Learn how to automate Plumsail Documents on the Zapier blog
Make work flow with AI
Level up your JobNimbus to Plumsail Documents integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Plumsail Documents
Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
