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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 "Add Comment to Call" in Aircall.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Aircall, 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
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- 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
AI Insights Created
Triggers when AI Insights of a call including call summary and key topics of the converstation are created.
Trigger
Instant
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AI Voice Agent Escalated
Triggers when a call handled by AI Voice Agent has been escalated or transferred to a human agent.
Trigger
Instant
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AI Voice Agent Summary
Triggers when a call handled by AI Voice Agent is completed and the agent successfully collected answers to intake questions configured on the agent (e.g., 'What is your full name?', 'What is your email address?').
Trigger
Instant
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Call Answered
Triggers when a call answered.
Trigger
Instant
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Call Assets Generated
Triggers when call recording or voicemail link is available.
Trigger
Instant
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Call Ended
Triggers when a call is ended.
Trigger
Instant
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Call on Hold
Triggers when a call is on hold.
Trigger
Instant
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Call Ringing on Agent
Triggers when a call ringed to a specific agent.
Trigger
Instant
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Call Tagged
Triggers when a call is tagged.
Trigger
Instant
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Call Unhold
Triggers when a call was unhold.
Trigger
Instant
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Contact Created
Triggers when a contact is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Custom Summary Result Updated
Triggers when custom summary result is updated.
Trigger
Instant
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Message Sent
Triggers when a new message is sent from Aircall accounts.
Trigger
Instant
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Number Created
Triggers when a number is created.
Trigger
Instant
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Playbook Result Generated
Triggers when a playbook result is generated.
Trigger
Instant
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Realtime Transcription Utterances Received
Triggers when a realtime transcription utterances is received.
Trigger
Instant
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User Closed
Triggers when a user becomes unavailable according to their working hours.
Trigger
Instant
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User Created
Triggers when a user is created.
Trigger
Instant
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User Disconnected
Triggers when a user goes offline.
Trigger
Instant
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- Call ID
  Required
- Comment
  Required
Action
Write
- Team Id
  Required
- User Id
  Required
Action
Write
- User Id
  Required
- To
  Required
Action
Write
- Team Name
  Required
Action
Write
- Call ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- User Id
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Team Id
  Required
- User Id
  Required
Action
Write
- Number Id
  Required
- To
  Required
- Body
  Required
- Agent Id
Action
Write
- User Id
  Required
- Number Id
  Required
- To
  Required
Action
Write
- Call ID
  Required
Action
Write
- Number ID
  Required
- Name
- Live Recording Activated
- Priority
- Welcome Message URL
- Waiting Music URL
- IVR Message URL
- Voicemail Message URL
- After Hours Message URL
- Ringing Tone URL
Action
Write
- Order
  Required
Action
Search
- Contact ID
  Required
Action
Search
- User Id
  Required
Action
Search
- User Id
  Required
- Order
Action
Search
- From
- To
- Order
- Direction
- User ID
- Phone Number
- Tags
- Fetch Contact
- Fetch Short URLs
- Fetch Call Timeline
Action
Search

- 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
- Add page break
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
Call Action Item Created
Triggers when a call action item is created.
Trigger
Instant
Try It
AI Voice Agent Ended
Triggers when an AI virtual agent ends a call.
Trigger
Instant
Try It
AI Voice Agent Started
Triggers when an AI virtual agent starts handling a call.
Trigger
Instant
Try It
Call Declined by Agent
Triggers when a call declined by agent.
Trigger
Instant
Try It
Call Commented
Triggers when a call is commented, either by Agents from their Aircall Phone, or via the Public API.
Trigger
Instant
Try It
Call Created
Triggers when a call started.
Trigger
Instant
Try It
Call Transferred Externally
Triggers when a call is transferred externally.
Trigger
Instant
Try It
Call IVR Option Selected
Triggers when call IVR option is selected.
Trigger
Instant
Try It
Call Sentiment Created
Triggers when sentiment analysis is generated for a call and indicates customer’s sentiment/mood on the call.
Trigger
Instant
Try It
Call Transferred Internally
Triggers when a call is transferred internally.
Trigger
Instant
Try It
Call Voicemail Left
Triggers when ~30sec after calls end if a voicemail is present.
Trigger
Instant
Try It
Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
Try It
Custom Summary Result Created
Triggers when custom summary result is created.
Trigger
Instant
Try It
Message Received
Triggers when a new message is received to Aircall accounts.
Trigger
Instant
Try It
Message Status Updated
Triggers when the message from Aircall accounts has an updated status.
Trigger
Instant
Try It
Number Deleted
Triggers when a number is deleted.
Trigger
Instant
Try It
Playbook Result Updated
Triggers when a playbook result is updated.
Trigger
Instant
Try It
Call Transcription Created
Triggers when a call transcription is created.
Trigger
Instant
Try It
User Connected
Triggers when a user becomes online.
Trigger
Instant
Try It
User Deleted
Triggers when a user is deleted.
Trigger
Instant
Try It
User Opened
Triggers when a user becomes available according to their working hours.
Trigger
Instant
Try It
- Call ID
  Required
- Tag IDs
  Required
Action
Write
- Call ID
  Required
Action
Write
- First Name
- Last Name
- Company Name
- Information
- Phone Number Label
  Required
- Phone Number
  Required
- Email Label
- Email Address
Action
Write
- Email
  Required
- First Name
  Required
- Last Name
  Required
- Availability Status
- Role Ids
- Wrap Up Time
- Inviter User Id
Action
Write
- Call ID
  Required
Action
Write
- Team Id
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
Action
Write
- Call ID
  Required
- Title Text
  Required
- Title Link
- Short Text 1 Label
- Short Text 1 Text
- Short Text 1 Link
- Short Text 2 Label
- Short Text 2 Text
- Short Text 2 Link
- User Card Label
- User Card User ID
Action
Write
- Call ID
  Required
- User ID
- Team ID
- Phone Number
- Dispatching Strategy
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Company Name
- Information
Action
Write
- First Name
- Last Name
- Availability Status
- Substatus
- Role Ids
- Wrap Up Time
- User Id
  Required
Action
Write
- Team Id
  Required
Action
Search
- From
- To
- Order
Action
Search
- User id
  Required
Action
Search
- Call ID
  Required
Action
Search
- From
- To
- Order
Action
Search

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Connect Plumsail Documents and Aircall 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

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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 Aircall

Aircall is a cloud phone system for modern teams. Connect call data to your apps to automate workflows and improve response times.

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