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Connect Plumsail Documents to Chargify and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate Plumsail Documents with Chargify - no code necessary. See how you can get setup in minutes.

Select a trigger from Plumsail Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Plumsail Documents, a trigger could be "Process Finished."
A trigger is the event that kicks off your automated workflow.

Setup an action from Chargify

An action is what takes place after the automation is triggered. For example, with Chargify, the action could be "Create Coupon."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Plumsail Documents to Chargify

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Triggers and actions are the main components of every automated workflow.

Connect Plumsail Documents and Chargify 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.

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Connect Plumsail Documents and Chargify to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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
    Action
    Write
    • Event Trigger
      Required
    Trigger
    Scheduled
    Try It
    • Type of discount
      Required
    • Product Family
      Required
    • Name
      Required
    • Code
      Required
    • Description
      Required
    • Allow_negative_balance
    • Recurring
    • End_date
    • Stackable
    • Compounding_strategy
    • Restricted_products
    • Restricted_components
    Action
    Write

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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Related categories
  • Documents
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About Chargify
Chargify is a Recurring Billing and Subscription Management tool platform that's designed to remove billing bottlenecks and give teams the speed and flexibility to grow faster.
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