Connect Plumsail Documents and Billed to power AI-driven automation
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How Zapier works
Zapier makes it easy to integrate Plumsail Documents with Billed - no code necessary. See how you can get setup in minutes.
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 "Delete a Client" in Billed.
You’re connected!
Zapier seamlessly connects Plumsail Documents and Billed, 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.
- PDF fileRequired
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CSV fileRequired
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DOC fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Archive fileRequired
- Password
- Include Folders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
- Template engineRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTML fileRequired
- Margins
- Paper Size
- Orientation
- Header HTML file
- Footer HTML file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Image contentRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- JSON file
- JSON data
- Mapppings
- Path to JSON array
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FilesRequired
- Preserve Bookmarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Result Type
- Start Page
- End Page
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PPTX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Enable printingRequired
- Enable modificationRequired
- Enable extract dataRequired
- Enable annotateRequired
- PDF owner password
- PDF user password
- Current password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Regular expression patternRequired
- String to search for matchesRequired
- Replacement string
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Text contentRequired
- Rotation
- Font
- Bold
- Italic
- Text Align
- Font Size
- Color
- Watermark position
- Opacity
- X coordinate
- Y coordinate
- Start page
- End page
- Password
- PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- XLS fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Delete EstimateTriggers when an estimate is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete InvoiceTriggers when an invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete PaymentTriggers when a payment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete TaskTriggers when a task is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Edit ClientTriggers when a client is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Edit ExpenseTriggers when an expense is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Edit ItemTriggers when an item is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Edit ProjectTriggers when a project is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Edit TimelogTriggers when a timelog is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New EstimateTriggers when an estimate is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Expense CategoryTriggers when a expense category is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ItemTriggers when a new item is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProjectTriggers when a project is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New TimelogTriggers when a timelog is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Estimate IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client NameRequired
- Phone
- Mobile
- Fax Address
- Email Address
- Address Line
- Address Line
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Merchant DetailsRequired
- Image Attachment
- Billable to client
- Total ExpenseRequired
- CategoryRequired
- Client
- Description
- Expense TimestampRequired
- Grand TotalsRequired
- Add Markup
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item TitleRequired
- Description
- Selling PriceRequired
- Purchase PriceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project TitleRequired
- Hourly RateRequired
- Is Billable
- Project Client
- Project Notes
- Project Progress EstimateRequired
- Is Task Based EstimateRequired
- Estimate Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Billable
- Description
- ProjectRequired
- TaskRequired
- Start TimestampRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Client Name
- Phone
- Mobile
- Fax Address
- Email Address
- Address Line
- Address Line
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Merchant Details
- Image Attachment
- Billable to client
- Total Expense
- Category
- Client
- Description
- Expense Timestamp
- Grand Total
- Add Markup
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item Title
- Description
- Selling Price
- Purchase Price
- Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
- Project Title
- Hourly Rate
- Is Billable
- Project Client
- Project Notes
- Project Progress Estimate
- Is Task Based Estimate
- Estimate Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timelog IDRequired
- Billable
- Description
- Start Timestamp
- End Timestamp
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- FilenameRequired
- File to convertRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File nameRequired
- Password
- FilesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DOCX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email fileRequired
- Merge Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- JSON dataRequired
- Lock form fields
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
- Locale
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ImagesRequired
- Image Per Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- JSON file
- JSON data
- Delimiter
- Path to JSON array
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FilesRequired
- Apply header and footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Content of CSV documentRequired
- Delimiter
- Rows Count
- Use first line as headers
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Overlay fileRequired
- Overlay layer
- Start page
- End page
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PPT fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Regular expression patternRequired
- String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Regular expression patternRequired
- String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Split typeRequired
- Filename Prefix
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- XLSX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Delete ClientTriggers when a client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete ExpenseTriggers when an expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete ItemTriggers when an item is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete ProjectTriggers when a project is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Delete TimelogTriggers when a timelog is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Edit EstimateTriggers when an estimate is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Edit InvoiceTriggers when an invoice is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Edit PaymentTriggers when a payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Edit TaskTriggers when a task is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ClientTriggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ExpenseTriggers when an expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New InvoiceTriggers when an invoice is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New PaymentTriggers when a payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New TaskTriggers when a task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Expense IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Item IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timelog IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Discount IDRequired
- Discount AmountRequired
- Tax TypeRequired
- Tax AmountRequired
- Tax LabelRequired
- Tax Prices IncludedRequired
- ClientRequired
- Total Estimate AmountRequired
- Item Purchase PriceRequired
- Item Selling PriceRequired
- Item QuantityRequired
- Item TitleRequired
- Item TotalsRequired
- Item Discount IdRequired
- Item Discount AmountRequired
- Item Tax IdRequired
- Item Tax AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Discount TypeRequired
- Discount AmountRequired
- Tax TypeRequired
- Tax AmountRequired
- Tax LabelRequired
- Tax Prices IncludedRequired
- ClientRequired
- Item Purchase PriceRequired
- Item Selling PriceRequired
- Item QuantityRequired
- Item TitleRequired
- Item TotalsRequired
- Item Discount IdRequired
- Item Discount AmountRequired
- Item Tax IdRequired
- Item Tax AmountRequired
- Total Invoice Discount
- Total Invoice Tax
- Total Invoice AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Payment AmountRequired
- InvoiceRequired
- Payment MethodRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task TitleRequired
- ProjectRequired
- Task Priority
- Estimate Budget
- Estimate TIme
- Task notes
- Mark Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Timelog IDRequired
- End TimestampRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Estimate IDRequired
- Template ID
- Discount Type
- Discount Amount
- Tax Type
- Tax Amount
- Tax Label
- Tax Prices Included
- Client
- Total Estimate Amount
- Item Purchase Price
- Item Selling Price
- Item Quantity
- Item Title
- Item Totals
- Item Discount Id
- Item Discount Amount
- Item Tax Id
- Item Tax Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Invoice IDRequired
- Template ID
- Discount Type
- Discount Amount
- Tax Type
- Tax Amount
- Tax Label
- Tax Prices Included
- Client
- Total Invoice Discount
- Total Invoice Tax
- Invoice Total Amount
- Item Purchase Price
- Item Unit Cost
- Item Quantity
- Item Title
- Item Total
- Item Discount ID
- Item Discount Amount
- Item Tax ID
- Item Tax Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Payment Amount
- Invoice
- Payment Method
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
- Task Title
- Task Priority
- Estimate Budget
- Estimate Time
- Task notes
- Mark Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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Connect Plumsail Documents and Billed 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.

