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Choose a Trigger

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 Client" in ClickTime.

You’re connected!

Zapier seamlessly connects Plumsail Documents and ClickTime, 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
- 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
- Client Name
  Required
- Client Short Name
  Required
- Active
- Notes
- Client Number
- Accounting Package ID
- Billing Rate
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
Action
Write
- Client ID
  Required
- Job Name
  Required
- Job Number
  Required
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Project Manager User ID
- Start Date
- End Date
- Include In RM
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
- Time Requires Approval
- Use Company Billing Rate
Action
Write
- Time Off Type ID
  Required
- Date
  Required
- Hours
  Required
- Notes
Action
Write
- User
  Required
- Job
  Required
- Task
  Required
- Date
  Required
- Hours
  Required
- Billing Rate
- Cost Rate
- Comment
- Break Time
- Start Time
- End Time
Action
Write
- Employee Name
  Required
- Email
  Required
- Role
- Division ID
  Required
- Active
- Employee Number
- Accounting Package ID
- Allow Incomplete Timesheet Submission
- Billing Rate
- Cost Model
- Cost Per Timesheet
- Cost Rate
- Default Task ID
- Employment Type ID
- Enable Break Time
- End Date
- Expense Approver ID
- GDPR Consent Status
- Include In RM
- Minimum Time Hours
- Minimum Time Period
- Notes
- Payroll Type
- Preferred Time Entry View
- Preferred Time Format
- Require Comments
- Require Start End Time
- Require Stopwatch
- Secondary Billing Rate Mode
- Security Level
- Skip Weekend
- Start Date
- Subject To Expense Approval
- Subject To Timesheet Approval
- Subject To Timesheet Completion
- Time Off Approver ID
- Timesheet Approver ID
- Use Company Billing Rate
Action
Write
- Division ID
  Required
- Division Name
- Active
- Notes
- Accounting Package ID
Action
Write
- Time Entry ID
  Required
- Job ID
- Task ID
- Date
- Hours
- Billing Rate
- Cost Rate
- Comment
- Break Time
- Start Time
- End Time
Action
Write
- Time Entry ID
  Required
- Job ID
- Task ID
- Date
- Hours
- Billing Rate
- Cost Rate
- Comment
- Break Time
- Start Time
- End Time
Action
Write
- Name
  Required
Action
Search
- Job Name
  Required
Action
Search
- From Date
  Required
- To Date
  Required
Action
Search
- Email
  Required
Action
Search
- Division Name
  Required
- Active
- Notes
- Accounting Package ID
Action
Search or write
- Task Name
  Required
- Task Code
  Required
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Use Company Billing Rate
Action
Search or write

- 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
- PDF file
  Required
- Rich Text (HTML)
  Required
- Overlay layer
- Watermark position
- Opacity
- Angle
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
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
- Division Name
  Required
- Active
- Notes
- Accounting Package ID
Action
Write
- Job ID
  Required
- Task ID
  Required
- Date
- Hours
  Required
- Billing Rate
- Cost Rate
- Comment
- Break Time
- Start Time
- End Time
Action
Write
- Task Name
  Required
- Task Code
  Required
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Use Company Billing Rate
Action
Write
- User
  Required
- Time Off Type
  Required
- Date
  Required
- Hours
  Required
- Comment
Action
Write
- Client ID
  Required
- Client Name
- Client Short Name
- Active
- Notes
- Client Number
- Accounting Package ID
- Billing Rate
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
Action
Write
- Job ID
  Required
- Job Name
- Job Number
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Project Manager User ID
- Start Date
- Include In RM
- End Date
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
- Time Requires Approval
- Use Company Billing Rate
Action
Write
- Task ID
  Required
- Task Name
- Task Code
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Use Company Billing Rate
Action
Write
- User ID
  Required
- Employee Name
- Email
- Role
- Division ID
- Active
- Employee Number
- Accounting Package ID
- Allow Incomplete Timesheet Submission
- Billing Rate
- Cost Model
- Cost Per Timesheet
- Cost Rate
- Default Task ID
- Employment Type ID
- Enable Break Time
- End Date
- Expense Approver ID
- GDPR Consent Status
- Include In RM
- Minimum Time Hours
- Minimum Time Period
- Notes
- Payroll Type
- Preferred Time Entry View
- Preferred Time Format
- Require Comments
- Require Start End Time
- Require Stopwatch
- Secondary Billing Rate Mode
- Security Level
- Skip Weekend
- Start Date
- Subject To Expense Approval
- Subject To Timesheet Approval
- Subject To Timesheet Completion
- Time Off Approver ID
- Timesheet Approver ID
- Use Company Billing Rate
Action
Write
- Name
  Required
Action
Search
- Start Date
  Required
- End Date
  Required
Action
Search
- Task name
  Required
Action
Search
- Client Name
  Required
- Client Short Name
  Required
- Active
- Notes
- Client Number
- Accounting Package ID
- Billing Rate
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
Action
Search or write
- Job Name
  Required
- Client ID
  Required
- Job Number
  Required
- Active
- Notes
- Billable
- Billing Rate
- Accounting Package ID
- Project Manager User ID
- Start Date
- End Date
- Include In RM
- Is Eligible Time Off Allocation
- Secondary Billing Rate Mode
- Time Requires Approval
- Use Company Billing Rate
Action
Search or write
- Email
  Required
- Employee Name
  Required
- Email
  Required
- Role
- Division ID
  Required
- Active
- Employee Number
- Accounting Package ID
- Allow Incomplete Timesheet Submission
- Billing Rate
- Cost Model
- Cost Per Timesheet
- Cost Rate
- Default Task ID
- Employment Type ID
- Enable Break Time
- End Date
- Expense Approver ID
- GDPR Consent Status
- Include In RM
- Minimum Time Hours
- Minimum Time Period
- Notes
- Payroll Type
- Preferred Time Entry View
- Preferred Time Format
- Require Comments
- Require Start End Time
- Require Stopwatch
- Secondary Billing Rate Mode
- Security Level
- Skip Weekend
- Start Date
- Subject To Expense Approval
- Subject To Timesheet Approval
- Subject To Timesheet Completion
- Time Off Approver ID
- Timesheet Approver ID
- Use Company Billing Rate
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Documents and ClickTime 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 ClickTime 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 ClickTime

ClickTime is an Online Timesheets, Employee Resource Management, and Expense software.

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Connect Plumsail Documents and ClickTime to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Plumsail Documents and ClickTime to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Plumsail Documents on the Zapier blog

Auto-populate documents with Plumsail Documents

Make work flow with AI

Connect Plumsail Documents to ClickTime on the world's largest no-code automation platform