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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 / Update Account" in Agiliron.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Agiliron, 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
- ZapierId
Trigger
Instant
Try It
- ZapierId
Trigger
Instant
Try It
- ZapierId
Trigger
Instant
Try It
- ZapierId
Trigger
Instant
Try It
- ZapierId
Trigger
Instant
Try It
- ZapierId
Trigger
Instant
Try It
- ZapierId
Trigger
Instant
Try It
- Contact ID
- Salutation
- First Name
- Last Name
- Office Phone
- Mobile
- Home Phone
- Other Phone
- Fax
- Account Name
- Account ID
- Vendor Name
- Vendor ID
- Contact Type
- Title
- Department
- Email
- Reports To
- Reports to ID
- Assistant
- Yahoo ID
- Assistant Phone
- Do Not Call
- Email Opt Out
- Assigned to User
- Lead Source
- Birthday
- Contact Profile
- Mailing Street
- Mailing City
- Mailing State
- Mailing Zip
- Mailing Country
- Other Street
- Other City
- Other State
- Other Zip
- Other Country
- Created Time
- Modified Time
- Description
- B2B Customer
- B2B Channels
- Zapier ID
Trigger
Instant
Try It
- Lead ID
- Salutation
- First Name
- Last Name
- Company
- Designation
- Phone
- Mobile
- Fax
- Email
- Website
- Industry
- SICCode
- Annual Revenue
- Number Of Employees
- Contact Type
- Lead Source
- Lead Status
- Rating
- Email Opt Out
- Yahoo ID
- Created Time
- Created Time UTC
- Mofified Time
- Modified Time UTC
- Street
- City
- State
- Zip
- Country
- Description
- Assigned To
- Assigned Group Name
- Default Currency
- Skype ID
- Microsoft ID
- Lead Stage in SF
- Barcode
- Zapier Id
Trigger
Instant
Try It
- ProductName
- ProductCode
- Barcode
- ProductCategory
- SalesStartDate
- SalesEndDate
- SupportStartDate
- SupportExpiryDate
- ContactName
- CommissionRate
- PreferredVendor
- Manufacturer
- ProductType
- ProductImages
- SeoTitle
- SeoDescription
- SeoKeywords
- Description
- ManufacturerPartNo
- Website
- ProductStockManager
- SendStockNotification
- AutoCreatePOAtReorderLevel
- Asin
- FNSKU
- EbayItemId
- Volume
- Length
- Width
- Height
- WeightMajor
- WeightMinor
- ShippingCost
- Irregular
- IncomeAccount
- CogsAccount
- AssetAccount
- ExpenseAccount
- TaxCategory
- QuickbooksItem
- TaxcloudTaxCode
- AvalaraTaxCode
- AmazonCategory
- UsageUnit
- QtyPerUnit
- QtyInStock
- QtyOnSO
- QtyOnPO
Trigger
Instant
Try It
- OrderNo
- AgilironOrderNo
- PurchaseOrderId
- OrderDate
- OrderDateUTC
- ModifiedDate
- ModifiedTimeUTC
- Subject
- VendorId
- VendorName
- VendorPhone
- VendorEmailAddress
- ContactId
- ContactFirstName
- ContactLastName
- Phone
- Fax
- TrackingNo
- EmailAddress
- BillTo
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- Status
- ReceivedDate
- DueDate
- AssignedTo
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverTo
- ExportToQuickbooks
- RelatedSalesOrders
Trigger
Instant
Try It
- ProductsName
- ProductCode
- ProductSKUCode
- ProductNotes
- ProductQty
- ProductPrice
- ProductDiscount
- ProductTotal
Trigger
Instant
Try It
- OrderNo
- AgilironOrderNo
- ChannelId
- ChannelName
- OrderDate
- Subject
- PotentialName
- QuoteName
- AccountId
- AccountName
- AccountPhone
- AccountEmailAddress
- ContactFirstName
- ContactLastName
- ContactPhone
- ContactEmailAddress
- BillingName
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShipToPhone
- ShipToEmailAddress
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- OrderDiscountCode
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- Status
- ShippingStatus
- AdditionalFees
- DefaultPriceBook
- DueDate
- InvoiceNo
- InvoiceDate
- CallDate
- CustomerNo
- AssignedTo
- ExportToQuickbooks
- Type
- Priority
- Pending
- Salescommission
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverFrom
- ShippingDate
- TrackingNo
- ActualShippingCost
- SpecialHandling
- ShipQPriority
- BackorderHandling
- PacklistType
- AmazonPrimeShipping
- Cancelled
- OnHold
- RelatedPOs
- RelatedDropShipPOs
Trigger
Instant
Try It
- VendorName
- AccountNumber
- ParentCompany
- PrimaryContact
- OtherPhone
- OtherEmail
- Category
- Fax
- Website
- Rating
- AssignedToUser
- Type
- TaxAuthority
- CreditLimit
- CreditLimitExpires
- PriceBook
- DefaultCurrency
- Discount
- PaymentMethod
- TermsAndConditions
- Carrier
- ShippingMethod
- DeliverTo
- Street
- City
- Postcode
- State
- Country
- Telephone
- Email
- Description
- VendorCustomFields
Trigger
Instant
Try It
Update Purchase Return
Triggers when a new Purchase Return is Updated
Trigger
Instant
Try It
Update Sales Order
Triggers when a Sales Order is Updated
Trigger
Instant
Try It
- AccountID
- AccountNumber
- ParentCompany
- AccountName
- Website
- Telephone
- Fax
- TickerSymbol
- OtherPhone
- Email
- Employees
- OtherEmail
- Ownership
- Rating
- Industry
- SICCode
- Type
- AnnualRevenue
- SalesManager
- AssignedToUser
- TaxAuthority
- SalesArea
- SalesPerson
- AccountStatus
- Priority
- PaymentMethod
- TermsAndConditions
- Carrier
- ShippingMethod
- DeliverFrom
- BackorderHandling
- SpecialHandling
- BillingAddress
- BillingSuburb
- BillingCity
- BillingPostcode
- BillingState
- BillingCountry
- ShippingAddress
- ShippingCity
- ShippingPostcode
- ShippingState
- ShippingCountry
- PriceBook
- SpecialsPriceBook
- Discount
- CreditLimitExpires
- CreditLimit
- TaxID
- ResellerID
- DefaultCurrency
- Credits
- Description
- Membership
- Description 2
- Skype Email ID
- Preferred Food
- No Purchase in last 90 Days
Action
Write
- EventId
- Subject
- StartDate
- StartTime
- DurationInHours
- DurationInMinutes
- RecurringEvents
- RepeatUntil
- AccountName
- ContactName
- RelatedToType
- RelatedToValue
- SendReminder
- ReminderDays
- ReminderHours
- ReminderMinute
- Status
- SendNotification
- ActivityType
- Location
- CreatedTime
- ModifiedTime
- Description
- ZapierId
Action
Write
- PotentialId
- PotentialName
- Amount
- AccountName
- ExpectedCloseDate
- Type
- NextStep
- LeadSource
- SalesStage
- AssignedTo
- Probability
- CreatedTime
- ModifiedTime
- Description
- SkypeID
- MicrosoftID
- Company
- Current Stage
Action
Write
- OrderNo
- AgilironOrderNo
- PurchaseOrderId
- OrderDate
- OrderDateUTC
- ModifiedDate
- ModifiedTimeUTC
- Subject
- VendorId
- VendorName
- VendorPhone
- VendorEmailAddress
- ContactId
- ContactFirstName
- ContactLastName
- Phone
- Fax
- TrackingNo
- EmailAddress
- BillTo
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- Status
- ReceivedDate
- DueDate
- AssignedTo
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverTo
- ExportToQuickbooks
- RelatedSalesOrders
Action
Write
- POReturnId
- POReturnNo
- POReturnDate
- ModifiedDate
- Subject
- VendorId
- VendorName
- VendorPhone
- VendorEmailAddress
- ContactId
- ContactFirstName
- ContactLastName
- TrackingNo
- BillTo
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- Status
- RelatedPurchaseOrders
- AssignedTo
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverTo
- ExportToQuickbooks
Action
Write
- QuoteId
- QuoteNo
- ChannelId
- ChannelName
- Subject
- PotentialName
- QuoteStage
- ValidTill
- CustomerNo
- RelatedSO
- AccountId
- AccountName
- AccountPhone
- AccountEmailAddress
- ContactId
- ContactFirstName
- ContactLastName
- ContactPhone
- ContactEmailAddress
- Team
- BillingName
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShipToPhone
- ShipToEmailAddress
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- DefaultPriceBook
- AssignedTo
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverFrom
- ProductsName
- ProductCode
- ProductSKUCode
- ProductNotes
- ProductQty
- ProductPrice
- ProductDiscount
- ProductTotal
- ZapierId
- Quote Terms
- Quote Info
- Quote Description
- Test Quote
Action
Write
- OrdersId
- OrderNo
- AgilironOrderNo
- ChannelId
- ChannelName
- OrderDate
- Subject
- PotentialName
- QuoteName
- AccountName
- AccountPhone
- AccountEmailAddress
- ContactFirstName
- ContactLastName
- ContactPhone
- ContactEmailAddress
- BillingName
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShipToPhone
- ShipToEmailAddress
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- OrderDiscountCode
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- Status
- ShippingStatus
- AdditionalFees
- DefaultPriceBook
- DueDate
- InvoiceNo
- InvoiceDate
- CallDate
- CustomerNo
- AssignedTo
- ExportToQuickbooks
- Type
- Priority
- Pending
- Salescommission
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverFrom
- ShippingDate
- TrackingNo
- ActualShippingCost
- SpecialHandling
- ShipQPriority
- BackorderHandling
- PacklistType
- AmazonPrimeShipping
- Cancelled
- OnHold
- RelatedPOs
- RelatedDropShipPOs
- Quote Terms
- Quote Info
- Test Quote
- Membership
- Quote Description
Action
Write
- OrderNo
- AgilironOrderNo
- SalesReturnId
- OrderDate
- OrderDateUTC
- Subject
- AccountId
- AccountName
- ContactId
- ContactFirstName
- ContactLastName
- ContactPhone
- ContactEmailAddress
- Fax
- DueDate
- BillingName
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShipToPhone
- ShipToEmailAddress
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- Status
- AssignedTo
- ExportToQuickbooks
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverTo
- RMANumber
- TrackingNo
- RelatedSalesOrders
Action
Write
- TaskID
- Subject
  Required
- Start Date
  Required
- Start Time
  Required
- Due Date
- Account Name
- Contact Name
- Related To Type
- Related To Value
- Status
- Send Notification
- Activity Type
- Priority
- CreatedTime
- ModifiedTime
- Description
Action
Write
- ZapierId
Action
Write
- ZapierId
Action
Write
- ZapierId
Action
Write
- ZapierId
Action
Write
- ZapierId
Action
Write
- ZapierId
Action
Write
- AccountName
- ZapierId
- Account ID
Action
Write
- Subject
- Agiliron Order No
- ZapierId
Action
Write
- Subject
- ZapierId
Action
Search
- Potential Name
- ZapierId
- Potential ID
Action
Search
- Subject
- ZapierId
Action
Search
- Subject
- ZapierId
- QuoteId
Action
Search
- ZapierId
- VendorName
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
- ZapierId
Trigger
Instant
Try It
- ZapierId
Trigger
Instant
Try It
- ZapierId
Trigger
Instant
Try It
- ZapierId
Trigger
Instant
Try It
- ZapierId
Trigger
Instant
Try It
- Agiliron Order No
Trigger
Instant
Try It
- Ticket Id
Trigger
Instant
Try It
- AccountNumber
- ParentCompany
- AccountName
- Website
- Telephone
- Fax
- TickerSymbol
- OtherPhone
- Email
- Employees
- OtherEmail
- Ownership
- Rating
- Industry
- SICCode
- Type
- AnnualRevenue
- SalesManager
- AssignedToUser
- TaxAuthority
- SalesArea
- SalesPerson
- AccountStatus
- Priority
- PaymentMethod
- TermsAndConditions
- Carrier
- ShippingMethod
- DeliverFrom
- BackorderHandling
- SpecialHandling
- BillingAddress
- BillingSuburb
- BillingCity
- BillingPostcode
- BillingState
- BillingCountry
- ShippingAddress
- ShippingCity
- ShippingPostcode
- ShippingState
- ShippingCountry
- PriceBook
- SpecialsPriceBook
- Discount
- CreditLimitExpires
- CreditLimit
- TaxID
- ResellerID
- DefaultCurrency
- Credits
- Description
Trigger
Instant
Try It
Add / Update Event
Triggers when a new Event is Created or Updated
Trigger
Instant
Try It
- PotentialId
- PotentialName
- Amount
- AccountName
- ExpectedCloseDate
- Type
- NextStep
- LeadSource
- SalesStage
- AssignedTo
- Probability
- CreatedTime
- ModifiedTime
- Description
Trigger
Instant
Try It
- OrderNo
- AgilironOrderNo
- PurchaseOrderId
- OrderDate
- OrderDateUTC
- ModifiedDate
- ModifiedTimeUTC
- Subject
- VendorId
- VendorName
- VendorPhone
- VendorEmailAddress
- ContactId
- ContactFirstName
- ContactLastName
- Phone
- Fax
- TrackingNo
- EmailAddress
- BillTo
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- Status
- ReceivedDate
- DueDate
- AssignedTo
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverTo
- ExportToQuickbooks
- RelatedSalesOrders
Trigger
Instant
Try It
- QuoteId
- QuoteNo
- ChannelId
- ChannelName
- Subject
- PotentialName
- QuoteStage
- ValidTill
- CustomerNo
- RelatedSO
- AccountId
- AccountName
- AccountPhone
- AccountEmailAddress
- ContactId
- ContactFirstName
- ContactLastName
- ContactPhone
- ContactEmailAddress
- Team
- BillingName
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShipToPhone
- ShipToEmailAddress
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- DefaultPriceBook
- AssignedTo
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverFrom
- QuoteLineItems
Trigger
Instant
Try It
- OrderNo
- AgilironOrderNo
- ChannelId
- ChannelName
- OrderDate
- Subject
- PotentialName
- QuoteName
- AccountId
- AccountName
- AccountPhone
- AccountEmailAddress
- ContactFirstName
- ContactLastName
- ContactPhone
- ContactEmailAddress
- BillingName
- BillingStreet
- BillingCity
- BillingState
- BillingZipCode
- BillingCountry
- ShipToName
- ShipToPhone
- ShipToEmailAddress
- ShippingStreet
- ShippingCity
- ShippingState
- ShippingZipCode
- ShippingCountry
- OrderDiscount
- OrderDiscountCode
- SubTotal
- ShippingCost
- SalesTaxAuthority
- SalesTaxes
- GrandTotal
- DefaultCurrency
- ExchangeRate
- Status
- ShippingStatus
- AdditionalFees
- DefaultPriceBook
- DueDate
- InvoiceNo
- InvoiceDate
- CallDate
- CustomerNo
- AssignedTo
- ExportToQuickbooks
- Type
- Priority
- Pending
- Salescommission
- TermsAndConditions
- Description
- Carrier
- ShippingMethod
- DeliverFrom
- ShippingDate
- TrackingNo
- ActualShippingCost
- SpecialHandling
- ShipQPriority
- BackorderHandling
- PacklistType
- AmazonPrimeShipping
- Cancelled
- OnHold
- RelatedPOs
- RelatedDropShipPOs
Trigger
Instant
Try It
Add / Update Task
Triggers when a new Task is Created or Updated
Trigger
Instant
Try It
Update Purchase Order
Triggers when a new Purchase Order is Updated
Trigger
Instant
Try It
Update Quote
Triggers when a new Quote is Updated
Trigger
Instant
Try It
Update Sales Return
Triggers when a new Sales Return is Updated
Trigger
Instant
Try It
- ContactId
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Office Phone
- Mobile
- Home Phone
- Other Phone
- Fax
- Account Name
- AccountID
- Vendor Name
- VendorID
- Contact Type
- Title
- Department
- Reports To
- Reports To ID
- Assistant
- YahooID
- Assistant Phone
- DoNotCall
- EmailOptOut
- Assigned To User
- LeadSource
- Birthday
- MailingStreet
- MailingCity
- Mailing State
- Mailing Zip
- Mailing Country
- Other Street
- Other City
- Other State
- Other Zip
- Other Country
- Created Time
- Mofified Time
- Description
- Salutation
- B2BCustomer
- B2BChannels
- ZapierId
- Company
- Reference Number
- Person Name
- Micro ID
Action
Write
- Lead ID
- Salutation
- First Name
- Last Name
  Required
- Company
  Required
- Designation
- Phone
- Mobile
- Fax
- Email
- Website
- Industry
- SIC Code
- AnnualRevenue
- NumberOfEmployees
- ContactType
- LeadSource
- LeadStatus
- Rating
- EmailOptOut
- Title
- YahooID
- Street
- City
- State
- Zip
- Country
- Description
- AssignedTo
- AssignedGroupName
- DefaultCurrency
- Created Time
- Created Time UTC
- Mofified Time
- Modified Time UTC
- Action
- ZapierId
- Skype ID
- Microsoft ID
- Lead Stage in SF
Action
Write
- Product Name
- Product Code
- Barcode
- Product Category
- Sales Start Date
- Sales End Date
- Support Start Date
- Support Expiry Date
- Contact Name
- Commission Rate
- Preferred Vendor
- Manufacturer
- Product Type
- Product Images
- SEO Title
- SEO Description
- SEO Keywords
- Description
- Manufacturer PartNo
- Discontinued
- Website
- Product Stock Manager
- Send Stock Notification
- Auto Create PO At ReorderLevel
- Asin
- FNSKU
- Ebay Item Id
- Volume
- Length
- Width
- Height
- Weight Major
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- Shipping Cost
- Irregular
- Income Account
- Cogs Account
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- Tax Category
- Quickbooks Item
- Taxcloud Tax Code
- Avalara Tax Code
- Amazon Category
- Usage Unit
- Qty Per Unit
- Qty In Stock
- Qty On SO
- Qty On PO
Action
Write
- PurchaseOrderId
- OrderNo
- OrderLineNo
- ProductName
- ProductCode
- SerialNo
- ProductNotes
- ProductsQuantityReceived
- ProductQty
- ProductPrice
- ProductDiscount
- ProductTotal
- VendorPartNumber
- LineItemStatus
Action
Write
- PurchaseReturnId
- OrderNo
- OrderLineNo
- ProductName
- ProductCode
- MatrixSKUCode
- SerialNo
- ProductNotes
- ProductsQuantityReceived
- ProductQty
- ProductPrice
- ProductDiscount
- ProductTotal
- VendorPartNumber
Action
Write
- ProductsName
- ProductCode
- ProductSKUCode
- ProductNotes
- ProductQty
- ProductPrice
- ProductDiscount
- ProductTotal
- QuoteId
- QuoteNo
Action
Write
- OrderNo
- SalesOrderId
- OrderLineNo
- ProductsName
- ProductCode
- MatrixSKUCode
- SerialNo
- ProductNotes
- ProductQty
- ProductPrice
- ProductDiscount
- ProductTotal
- LineItemLocation
- LineItemShippingCarrier
- LineItemShippingMethod
- LineItemTrackingNumber
- LineItemShippingCost
- LineItemShippingDate
- LineItemShippingStatus
Action
Write
- OrderNo
- SalesReturnId
- OrderLineNo
- ProductsName
- ProductCode
- MatrixSKUCode
- SerialNo
- ProductNotes
- ProductsQuantityReceived
- ProductQty
- ProductPrice
- ProductDiscount
- ProductTotal
- LineItemStatus
Action
Write
- VendorId
- VendorName
- AccountNumber
- ParentCompany
- PrimaryContact
- OtherPhone
- OtherEmail
- Category
- Fax
- Website
- Rating
- AssignedToUser
- Type
- TaxAuthority
- CreditLimit
- CreditLimitExpires
- PriceBook
- DefaultCurrency
- Discount
- PaymentMethod
- TermsAndConditions
- Carrier
- ShippingMethod
- DeliverTo
- Street
- City
- Postcode
- State
- Country
- Telephone
- Email
- Description
Action
Write
- ZapierId
Action
Write
- ZapierId
Action
Write
- ZapierId
Action
Write
- QuoteId
- ZapierId
Action
Write
- Agiliron Order No
Action
Write
- ZapierId
Action
Write
- Subject
- ZapierId
- OrdersId
Action
Write
- AccountName
- EmailId
- FirstName
- LastName
- ZapierId
- Contact ID
Action
Search
- ZapierId
- Lead ID
Action
Search
- Product Code
- Product Name
- Zapier Id
Action
Search
- Subject
- ZapierId
Action
Search
- Subject
- ZapierId
- Task ID
Action
Search

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Connect Plumsail Documents and Agiliron 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.

Create more impactful campaigns with automation

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

Make work flow with AI

Level up your Plumsail Documents to Agiliron integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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 Agiliron

Agiliron is a SaaS platform for Omni-Channel Commerce focused on helping Product Based Businesses (Retail, Wholesale, Distribution, eCommerce) "Sell More in More Places. But Manage in One".

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