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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 Contact" in Altoviz.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Altoviz, 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
- Name
  Required
- Types
  Required
Trigger
Instant
Try It
- Name
  Required
- Types
  Required
Trigger
Instant
Try It
- Name
  Required
- Types
  Required
Trigger
Instant
Try It
- Internal Id
- Internal notes
- Billing options - VAT reverse charge
- Billing options - Vendor reference
- Cell phone
- Company informations - SIRET
- Company informations - VAT Number
- Company name
- E-mail
- First name
- Last name
- Phone
- Title
- Type
- Number
Action
Write
- Billing address - Street
- Billing address - Zipcode
- Billing address - City
- Billing address - Country ISO
- Billing contact - Internal Id
- Billing contact - Title
- Billing contact - Last name
- Billing contact - First name
- Billing contact - E-mail
- Billing contact - Cell phone
- Billing contact - Phone
- Billing contact - Company name
- Customer Id
- Customer name
- Customer number
- Customer order reference
- Customer VAT number
- Date
- Deposit - Type
- Deposit - Value
- Global discount - Type
- Global discount - Value
- Internal Id
- Internal notes
- Date
- Description
- Discount - Type
- Discount - Value
- Margin amount
- Margin rate
- Product Id
- Product number
- Purchase price
- Quantity
- Tax excluded price
- Tax included price
- Type
- VAT - Rate
- VAT - Region
- Unit - Conversion
- Unit - Decimals
- Unit - Name
- Unit - Code
- Unit - Type
- Notes
- Number
- Shipping address - Street
- Shipping address - Zipcode
- Shipping address - City
- Shipping address - Country ISO
- Shipping amount
- Shipping contact - Internal Id
- Shipping contact - Title
- Shipping contact - Last name
- Shipping contact - First name
- Shipping contact - E-mail
- Shipping contact - Cell phone
- Shipping contact - Phone
- Shipping contact - Company name
- Shipping VAT - Rate
- Shipping VAT - Region
- Subject
- Use tax included prices
- VAT reverse charge
- Vendor reference
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Invoice Id
  Required
Action
Write
- Invoice Id
  Required
Action
Write
- Invoice Id
  Required
Action
Write
- Invoice Id
  Required
- Recipients
  Required
Action
Write
- Id
  Required
- Internal Id
- Title
- Last name
- First name
- E-mail
- Cell phone
- Phone
- Company name
Action
Write
- Id
  Required
- Internal Id
- Active
- Default quantity
- Description
- Is unit price tax included
- Name
- Number
- Purchase price
- Type
- Unit - Conversion
- Unit - Decimals
- Unit - Name
- Unit - Code
- Unit - Type
- Unit price
- VAT - Rate
- VAT - Region
Action
Write
- E-mail
- Internal Id
Action
Search
- Number
- Internal Id
Action
Search
- Internal Id
  Required
Action
Search
- Dummy
  Required
Action
Search
- E-mail
- Internal Id
- Internal notes
- Billing options - VAT reverse charge
- Billing options - Vendor reference
- Cell phone
- Company informations - SIRET
- Company informations - VAT Number
- Company name
- First name
- Last name
- Phone
- Title
- Type
- Number
Action
Search or write
- Internal Id
  Required
- Billing address - Street
- Billing address - Zipcode
- Billing address - City
- Billing address - Country ISO
- Billing contact - Internal Id
- Billing contact - Title
- Billing contact - Last name
- Billing contact - First name
- Billing contact - E-mail
- Billing contact - Cell phone
- Billing contact - Phone
- Billing contact - Company name
- Customer Id
- Customer name
- Customer number
- Customer order reference
- Customer VAT number
- Date
- Deposit - Type
- Deposit - Value
- Global discount - Type
- Global discount - Value
- Internal notes
- Date
- Description
- Discount - Type
- Discount - Value
- Margin amount
- Margin rate
- Product Id
- Product number
- Purchase price
- Quantity
- Tax excluded price
- Tax included price
- Type
- VAT - Rate
- VAT - Region
- Unit - Conversion
- Unit - Decimals
- Unit - Name
- Unit - Code
- Unit - Type
- Notes
- Number
- Shipping address - Street
- Shipping address - Zipcode
- Shipping address - City
- Shipping address - Country ISO
- Shipping amount
- Shipping contact - Internal Id
- Shipping contact - Title
- Shipping contact - Last name
- Shipping contact - First name
- Shipping contact - E-mail
- Shipping contact - Cell phone
- Shipping contact - Phone
- Shipping contact - Company name
- Shipping VAT - Rate
- Shipping VAT - Region
- Subject
- Use tax included prices
- VAT reverse charge
- Vendor reference
Action
Search or write

- 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
- Name
  Required
- Types
  Required
Trigger
Instant
Try It
- Name
  Required
- Types
  Required
Trigger
Instant
Try It
- Name
  Required
- Types
  Required
Trigger
Instant
Try It
- Internal Id
- Title
- Last name
- First name
- E-mail
- Cell phone
- Phone
- Company name
Action
Write
- Internal Id
- Active
- Default quantity
- Description
- Is unit price tax included
- Name
- Number
- Purchase price
- Type
- Unit - Conversion
- Unit - Decimals
- Unit - Name
- Unit - Code
- Unit - Type
- Unit price
- VAT - Rate
- VAT - Region
Action
Write
- Billing address - Street
- Billing address - Zipcode
- Billing address - City
- Billing address - Country ISO
- Billing contact - Internal Id
- Billing contact - Title
- Billing contact - Last name
- Billing contact - First name
- Billing contact - E-mail
- Billing contact - Cell phone
- Billing contact - Phone
- Billing contact - Company name
- Customer Id
- Customer name
- Customer number
- Customer order reference
- Customer VAT number
- Date
- Deposit - Type
- Deposit - Value
- Global discount - Type
- Global discount - Value
- Internal Id
- Internal notes
- Date
- Description
- Discount - Type
- Discount - Value
- Margin amount
- Margin rate
- Product Id
- Product number
- Purchase price
- Quantity
- Tax excluded price
- Tax included price
- Type
- VAT - Rate
- VAT - Region
- Unit - Conversion
- Unit - Decimals
- Unit - Name
- Unit - Code
- Unit - Type
- Notes
- Number
- Shipping address - Street
- Shipping address - Zipcode
- Shipping address - City
- Shipping address - Country ISO
- Shipping amount
- Shipping contact - Internal Id
- Shipping contact - Title
- Shipping contact - Last name
- Shipping contact - First name
- Shipping contact - E-mail
- Shipping contact - Cell phone
- Shipping contact - Phone
- Shipping contact - Company name
- Shipping VAT - Rate
- Shipping VAT - Region
- Subject
- Use tax included prices
- VAT reverse charge
- Vendor reference
- Validity date
- Status
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Credit Id
  Required
Action
Write
- Quote Id
  Required
Action
Write
- Invoice Id
  Required
- Date
  Required
- Payment method
- Amount
- Finalize sales invoice
Action
Write
- Quote Id
  Required
- Recipients
  Required
Action
Write
- Internal Id
- Internal notes
- Billing options - VAT reverse charge
- Billing options - Vendor reference
- Cell phone
- Company informations - SIRET
- Company informations - VAT Number
- Company name
- E-mail
- First name
- Last name
- Phone
- Title
- Type
- Number
Action
Write
- Filename
  Required
- File
  Required
Action
Write
- E-mail
- Internal Id
Action
Search
- Id
Action
Search
- Id
Action
Search
- E-mail
- Internal Id
- Title
- Last name
- First name
- Cell phone
- Phone
- Company name
Action
Search or write
- Number
- Internal Id
- Active
- Default quantity
- Description
- Is unit price tax included
- Name
- Purchase price
- Type
- Unit - Conversion
- Unit - Decimals
- Unit - Name
- Unit - Code
- Unit - Type
- Unit price
- VAT - Rate
- VAT - Region
Action
Search or write
- Id
- Billing address - Street
- Billing address - Zipcode
- Billing address - City
- Billing address - Country ISO
- Billing contact - Internal Id
- Billing contact - Title
- Billing contact - Last name
- Billing contact - First name
- Billing contact - E-mail
- Billing contact - Cell phone
- Billing contact - Phone
- Billing contact - Company name
- Customer Id
- Customer name
- Customer number
- Customer order reference
- Customer VAT number
- Date
- Deposit - Type
- Deposit - Value
- Global discount - Type
- Global discount - Value
- Internal Id
- Internal notes
- Date
- Description
- Discount - Type
- Discount - Value
- Margin amount
- Margin rate
- Product Id
- Product number
- Purchase price
- Quantity
- Tax excluded price
- Tax included price
- Type
- VAT - Rate
- VAT - Region
- Unit - Conversion
- Unit - Decimals
- Unit - Name
- Unit - Code
- Unit - Type
- Notes
- Number
- Shipping address - Street
- Shipping address - Zipcode
- Shipping address - City
- Shipping address - Country ISO
- Shipping amount
- Shipping contact - Internal Id
- Shipping contact - Title
- Shipping contact - Last name
- Shipping contact - First name
- Shipping contact - E-mail
- Shipping contact - Cell phone
- Shipping contact - Phone
- Shipping contact - Company name
- Shipping VAT - Rate
- Shipping VAT - Region
- Subject
- Use tax included prices
- VAT reverse charge
- Vendor reference
- Validity date
- Status
Action
Search or write

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Connect Plumsail Documents and Altoviz 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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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 Altoviz integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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 Altoviz

Altoviz is an invoicing and accounting app for small businesses. Create quotes, invoices, payments, banking and more.

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