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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Process Finished" from Plumsail Documents.

Add your action

An action happens after the trigger—such as "Create Candidate" in Access FastTrack360.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Access FastTrack360, 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.

- Process Name
  Required
Trigger
Instant
Try It
- PDF file
  Required
- Password
Action
Write
- CSV file
  Required
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
Action
Write
- DOC file
  Required
Action
Write
- Archive file
  Required
- Password
- Include Folders
Action
Write

- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
- Template engine
  Required
Action
Write
- Data
  Required
- Template file
  Required
- Password
Action
Write

- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
Action
Write
- PDF file
  Required
- Password
Action
Write
- HTML file
  Required
- Margins
- Paper Size
- Orientation
- Header HTML file
- Footer HTML file
Action
Write
- 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
Write
- JSON file
- JSON data
- Mapppings
- Path to JSON array
- Locale
Action
Write
- Files
  Required
- Preserve Bookmarks
Action
Write
- PDF file
  Required
- Password
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Result Type
- Start Page
- End Page
- Password
Action
Write
- PPTX file
  Required
Action
Write
- File
  Required
- Enable printing
  Required
- Enable modification
  Required
- Enable extract data
  Required
- Enable annotate
  Required
- PDF owner password
- PDF user password
- Current password
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
- Replacement string
Action
Write
- Process Name
  Required
Action
Write
- 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
Write
- XLS file
  Required
Action
Write
New/Updated Client
Triggers when a Client is created/updated recently.
Trigger
Polling
Try It
- Lock Attachment upon Creation?
  Required
- Display this Candidate Attachment in the Portal?
  Required
- Candidate ID
  Required
- Filename
- File
- Folder
- Comment
Action
Write
- Client
- First Name
- Preferred First Name
- Surname
- Status
- Inactive Reason
- Salutation
- Contact Title
- Owner User
  Required
- Client
  Required
- Contact Type
- Preferred Contact Method
- Authorised Position Type
- Alternate Number
- Email One
- Email Two
- Fax
- Web Site
- Phone Business Hours
- Phone After Hours
- Mobile Phone
- Facebook Url
- Linkedin Url
- Twitter Url
- Address Line One
- Address Line Two
- Address Line Three
- Suburb
- City
- State
- Country
- Post Code
- Dob Day
- Dob Month
- Opt In Status
- Opt In Email
- Opt In Sms
- Opt In Mail
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Status
- Status Reason
- Client
- Owner User
  Required
- Job Rate Frequency
- Work Cover State
- Office
- Skill Group
  Required
- Position Type
  Required
- Position
  Required
- Service Type
  Required
- Start Date
- End Date
- Payroll Tax Exempt?
- Split Time Sheet at End of Calendar Month?
- Time Sheet Code Required?
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Template Name
- Template Entity ID
  Required
- Active
  Required
- Skill Group
  Required
- Position Type
  Required
- Position
  Required
- Template Type
  Required
- Work Type
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Candidate ID
  Required
- First Name
- Last Name
- Office
  Required
- Status
  Required
- Skill Group
  Required
- Grade
  Required
- Opt In (Status)
- Opt In (Email)
- Opt In (SMS)
- Opt In (Status)
- Primary Availability Preference
- Secondary Availability Preference
- Email
- Address (Line 1)
- Address (Line 2)
- Address (Line 3)
- Suburb
- City
- State
- Country
  Required
- Postcode
- Mail Address (Line 1)
- Mail Address (Line 2)
- Mail Address (Line 3)
- Suburb
- City
- State
- Country
  Required
- Postcode
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Client
- First Name
- Preferred First Name
- Surname
- Status
- Inactive Reason
- Salutation
- Contact Title
- Owner User
  Required
- Client
  Required
- Contact Type
- Preferred Contact Method
- Authorised Position Type
- Alternate Number
- Email One
- Email Two
- Fax
- Web Site
- Phone Business Hours
- Phone After Hours
- Mobile Phone
- Facebook Url
- Linkedin Url
- Twitter Url
- Address Line One
- Address Line Two
- Address Line Three
- Suburb
- City
- State
- Country
- Post Code
- Dob Day
- Dob Month
- Opt In Status
- Opt In Email
- Opt In Sms
- Opt In Mail
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Template Name
- Template Entity ID
  Required
- Active
  Required
- Skill Group
  Required
- Position Type
  Required
- Position
  Required
- Template Type
  Required
- Work Type
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Token
  Required
Action
Write
- Retrieve Multiple Candidates
- Retrieve Payee Details
- Id
- Email
- Help
- Status
- Office
- Position
- Type
- Availability
Action
Search
- Id
Action
Search
- Retrieve Multiple undefineds
- Id
- Help
- Active Client
- Country
Action
Search
- Id
Action
Search

- Filename
  Required
- File to convert
  Required
Action
Write
- File name
  Required
- Password
- Files
  Required
Action
Write
- DOCX file
  Required
Action
Write
- Email file
  Required
- Merge Attachments
Action
Write
- PDF file
  Required
- JSON data
  Required
- Lock form fields
- Password
Action
Write
- Data
  Required
- Template file
  Required
Action
Write
- Data
  Required
- Template file
  Required
- Locale
- Timezone
Action
Write
- Data
  Required
- Template file
  Required
- Output type
- Locale
- Timezone
Action
Write
- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
Action
Write
- Images
  Required
- Image Per Page
Action
Write
- JSON file
- JSON data
- Delimiter
- Path to JSON array
- Locale
Action
Write
- Files
  Required
- Apply header and footer
Action
Write
- Content of CSV document
  Required
- Delimiter
- Rows Count
- Use first line as headers
- Locale
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF file
  Required
- Overlay file
  Required
- Overlay layer
- Start page
- End page
- Pages
Action
Write
- PPT file
  Required
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
Action
Write
- PDF file
  Required
- Split type
  Required
- Filename Prefix
- Password
Action
Write
- XLSX file
  Required
Action
Write
New/Updated Candidate
Triggers when a Candidate is created or updated recently.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Office
  Required
- Status
  Required
- Skill Group
  Required
- Grade
  Required
- Opt In (Status)
- Opt In (Email)
- Opt In (SMS)
- Opt In (Status)
- Primary Availability Preference
- Secondary Availability Preference
- Email
  Required
- Address (Line 1)
- Address (Line 2)
- Address (Line 3)
- Suburb
- City
- State
- Country
  Required
- Postcode
- Mail Address (Line 1)
- Mail Address (Line 2)
- Mail Address (Line 3)
- Suburb
- City
- State
- Country
  Required
- Postcode
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Name
- Office
  Required
- Status
  Required
- Industry
- Grade
  Required
- Address (Line 1)
- Address (Line 2)
- Address (Line 3)
- Suburb
- City
- State
- Country
  Required
- Postcode
- Mail Address (Line 1)
- Mail Address (Line 2)
- Mail Address (Line 3)
- Suburb
- City
- State
- Country
  Required
- Postcode
- Special Notes
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Debtor Country
- Debtor Name
- Active
  Required
- Corporate Identity Number
- Linked Entity Type
  Required
- Linked Entity ID
  Required
- Time Group
  Required
- Data Group
  Required
- Invoice Format Group
  Required
- Invoice Messages
  Required
- Invoice Terms
  Required
- Bill to Contact
  Required
- Delivery Method
  Required
- Email Delivery Method
- Email Grouping Type
- Deliver Invoiced Timesheets?
  Required
- Deliver Invoiced Timesheet Attachments?
  Required
- Use Client Position for Timesheet Invoicing?
  Required
- Validity Start Date
- Validity End Date
- Amount
- Export Code
- Import Code
- Tax Label
  Required
- Address Line 1
  Required
- Address Line 2
- Suburb
  Required
- City
  Required
- Post Code
  Required
- State
  Required
- Country
  Required
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Lock Attachment upon Creation?
  Required
- Display this Job Order Attachment in the Portal?
  Required
- Job Order ID
  Required
- Filename
- File
- Folder
- Comment
Action
Write
- Lock Attachment upon Creation?
  Required
- Display this Client Attachment in the Portal?
  Required
- Client ID
  Required
- Filename
- File
- Folder
- Comment
Action
Write
- Location ID
  Required
- Name
- Office
  Required
- Status
  Required
- Industry
- Grade
  Required
- Address (Line 1)
- Address (Line 2)
- Address (Line 3)
- Suburb
- City
- State
- Country
  Required
- Postcode
- Mail Address (Line 1)
- Mail Address (Line 2)
- Mail Address (Line 3)
- Suburb
- City
- State
- Country
  Required
- Postcode
- Special Notes
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Status
- Status Reason
- Client
- Owner User
  Required
- Job Rate Frequency
- Work Cover State
- Office
- Skill Group
  Required
- Position Type
  Required
- Position
  Required
- Service Type
  Required
- Start Date
- End Date
- Payroll Tax Exempt?
- Split Time Sheet at End of Calendar Month?
- Time Sheet Code Required?
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Timesheet
  Required
- Rejectionreason
- Timesheet Code
- Adjustment Reason
- Custom Fields Type
  Required
- Custom Fields
Action
Write
- Id
Action
Search
- Retrieve Multiple Clients
- Id
- Help
- Status
- Position
Action
Search
- Retrieve Multiple Job Orders
- Id
- Help
- Status
- Skill Group
- Position
- Office
- Candidate
- Client
Action
Search
- Retrieve Multiple Payslips
- Office
- Candidate Number
- Pay Period (From)
- Pay Period (To)
- First Name
- Surname
- Payment Date (From)
- Payment Date (To)
- Delivered Status
- Delivered Date (From)
- Delivered Date (To)
Action
Search

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Connect Plumsail Documents and Access FastTrack360 to integrate crucial parts of your business

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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

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About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

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Related categories

Documents

About Access FastTrack360

Access FastTrack360 is an end-to-end recruitment and payroll platform.

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