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Choose a Trigger

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 Case File" in Actaport.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Actaport, 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 Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created or uploaded.
Trigger
Instant
Try It
New or Updated Contact
Triggers when a new contact is created or an existing contact is updated.
Trigger
Instant
Try It
New or Updated Document
Triggers when a new document is created or an existing document is updated.
Trigger
Instant
Try It
New or Updated Task
Triggers when a new task is created or an existing task is updated.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Updated Contact
Triggers when an existing contact is updated.
Trigger
Instant
Try It
Updated Document
Triggers when an existing document is updated.
Trigger
Instant
Try It
Updated Task
Triggers when an existing task is updated.
Trigger
Instant
Try It
- Contact First Name
- Contact Last Name
  Required
- Contact Academical Titles
- Contact Salutation
- Contact Type
  Required
- Contact Birth Date
- Contact Email Addresses
- Contact Legal Form
- Contact Note
- Contact Address Street
- Contact Address House Number
- Contact Address Additional Info
- Contact Address Receiver
- Contact Address Postal Code
- Contact Address Country
- Contact Address Postal
- Contact Address Type
- Contact Address Place
- Contact Telephone Number Value
- Contact Telephone Number Type
- Contact Fax Number Value
- Contact Fax Number Type
- Contact Contact Person Id
- Contact Bank Account IBAN
- Contact Bank Account BIC
- Contact Bank Account Owner
- Contact Bank Account Institute
- Contact Representative Type
- Contact Representative Contact Id
Action
Write
- Case File Number
  Required
- Reason
  Required
- Expenditure Type
  Required
- Comment
- Type
  Required
- Quantity
  Required
- Net Amount
- Gross Amount
- VAT
  Required
- Creation Date
  Required
- User Id
  Required
- Client Id
- Attachments
Action
Write
- Case File Number
  Required
- Activity Type
  Required
- VAT
  Required
- Description
  Required
- Net Amount
  Required
- Remunaration Number
  Required
- User Id
  Required
- Client Id
Action
Write
- Case File Number
  Required
- Reason
  Required
- Expenditure Type
  Required
- Comment
- Quantity
  Required
- Net Amount
  Required
- Creation Date
  Required
- User Id
  Required
- Client Id
- Attachments
Action
Write
- Contact Id
  Required
- Contact Last Name
- Contact First Name
- Contact Academical Titles
- Contact Salutation
- Contact Type
- Contact Birth Date
- Contact Email Addresses
- Contact Legal Form
- Contact Note
- Contact Address Street
- Contact Address House Number
- Contact Address Additional Info
- Contact Address Receiver
- Contact Address Postal Code
- Contact Address Country
- Contact Address Postal
- Contact Address Type
- Contact Address Place
- Contact Telephone Number Value
- Contact Telephone Number Type
- Contact Fax Number Value
- Contact Fax Number Type
- Contact Contact Person Id
- Contact Bank Account IBAN
- Contact Bank Account BIC
- Contact Bank Account Owner
- Contact Bank Account Institute
- Contact Representative Type
- Contact Representative Contact Id
Action
Write
- Deadline Case File Number
  Required
- Deadline Id
  Required
- Deadline Status
  Required
Action
Write
- Resubmission Case File Number
  Required
- Resubmission Id
  Required
- Resubmission Reason
- Resubmission Date
- Resubmission Note
Action
Write
- Task Id
  Required
- Task Description
- Task Priority
- Task Owner User Id
- Task Due Date
- Task Case File Number
Action
Write
- Document Case File Number
  Required
- Document Source Url
  Required
- Document Name
- Document Folder Name
Action
Write
- Contact First name
- Contact Last Name
Action
Search
- Document Case File Number
  Required
- Document Id
  Required
Action
Search
- Case File Number
  Required
Action
Search
- Resubmission Case File Number
  Required
- Resubmission Id
  Required
Action
Search
- User Enabled
- User Clerk
- User Assistant
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 Case File
Triggers when a new case file is created.
Trigger
Instant
Try It
New Deadline
Triggers when a deadline is created.
Trigger
Instant
Try It
New or Updated Case File
Triggers when a new case file is created or an existing case file is updated.
Trigger
Instant
Try It
New or Updated Deadline
Triggers when a new deadline is created or an existing deadline is updated.
Trigger
Instant
Try It
New or Updated Resubmission
Triggers when a new resubmission is created or an existing resubmission is updated.
Trigger
Instant
Try It
New Resubmission
Triggers when a new resubmission is created.
Trigger
Instant
Try It
Updated Case File
Triggers when an existing case file is updated.
Trigger
Instant
Try It
Updated Deadline
Triggers when an existing deadline is updated.
Trigger
Instant
Try It
Updated Resubmission
Triggers when an existing resubmission is updated.
Trigger
Instant
Try It
- Case File Name
  Required
- Case File Alternative Name
- Case File Clerk Id
  Required
- Case File Assistant(s) Id
  Required
- Case File Participant Contact Id
  Required
- Case File Participant Main Role
  Required
- Case File Participant Sub Role
  Required
- Case File Participant File Reference
- Case File Participant VAT Treatment
- Case File Participant Input Tax Reduction
- Case File Participant Sub Participant Contact Id
- Case File Participant Sub Participant Role
- Case File Participant Sub Participant Insurance Number
- Case File Participant Sub Participant Claim Number
- Case File Dispute Value
- Case File Law Area(s)
- Case File Keyword(s)
- Case File Reason
Action
Write
- Deadline Case File Number
  Required
- Deadline Note
- Deadline Start Date
- Deadline End Date
  Required
- Deadline Reason
  Required
- Deadline Final
- Deadline Early Date
- Deadline Provisional
Action
Write
- Resubmission Case File Number
  Required
- Resubmission Reason
  Required
- Resubmission Date
  Required
- Resubmission Note
Action
Write
- Task Title
  Required
- Task Description
- Task Priority
  Required
- Task Owner User Id
  Required
- Task Due Date
  Required
- Task Case File Number
Action
Write
- Case File Number
  Required
- Case File Name
- Case File Alternative Reference Number
- Case File Clerk Id
- Case File Assistant(s) Id
- Case File Participant Contact Id
- Case File Participant Main Role
- Case File Participant Sub Role
- Case File Participant File Reference
- Case File Participant VAT Treatment
- Case File Participant Input Tax Reduction
- Case File Participant Sub Participant Contact Id
- Case File Participant Sub Participant Role
- Case File Participant Sub Participant Insurance Number
- Case File Participant Sub Participant Claim Number
- Case File Dispute Value
- Case File Law Area(s)
- Case File Keyword(s)
- Case File Reason
Action
Write
- Deadline Case File Number
  Required
- Deadline Id
  Required
- Deadline Note
- Deadline Start Date
- Deadline End Date
- Deadline Reason
- Deadline Final
- Deadline Early Date
- Deadline Provisional
Action
Write
- Document Id
  Required
- Document Name
- Document Description
- Document Type
- Document Status
- Document Modified Creation Date
Action
Write
- Resubmission Case File Number
  Required
- Resubmission Id
  Required
- Resubmission Status
  Required
Action
Write
- Task Id
  Required
- Task Status
  Required
Action
Write
- Contact Id
  Required
Action
Search
- Deadline Case File Number
  Required
- Deadline Id
  Required
Action
Search
- Case File Number
  Required
- Page
- Size
- Filter
- Sort
Action
Search
- Case File Involved Person Contact Id
  Required
Action
Search
- Task Id
  Required
Action
Search
- User me
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Plumsail Documents and Actaport 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

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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

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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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About Actaport

Actaport is a cloud-based legal management platform that helps law firms streamline their daily work.

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