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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 "Activate Gift Card" in Commerce Layer.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Commerce Layer, 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
- Customer event
  Required
- Include resources
Trigger
Instant
Try It
- Customer Address event
  Required
Trigger
Instant
Try It
- Customer password reset event
  Required
Trigger
Instant
Try It
New Gift Card
Triggers when a new Gift Card is created.
Trigger
Polling
Try It
New Order
Triggers when a new Order is created.
Trigger
Polling
Try It
New Price
Triggers when a new Price is created.
Trigger
Polling
Try It
New Price List
Triggers when a new Price List is created.
Trigger
Polling
Try It
- Return event
  Required
Trigger
Instant
Try It
New Shipping Category
Triggers when a Shipping Category is created.
Trigger
Polling
Try It
New SKU Import
Triggers when a new SKU import is created.
Trigger
Polling
Try It
New Stock Item Import
Triggers when a new Stock Item import is created.
Trigger
Polling
Try It
- Stock Transfer event
  Required
- Include resources
Trigger
Instant
Try It
- Attachable_type
  Required
- Attachable_id
  Required
- Name
  Required
- Description
- Url
  Required
Action
Write
- Email
  Required
Action
Write
- Market ID
  Required
Action
Write
- Price List
  Required
- Inputs
  Required
- Cleanup_records
  Required
Action
Write
- Id
  Required
- Action
Action
Write
- Code
  Required
- Name
  Required
- Shipping Category
  Required
Action
Write
- Stock Location
  Required
- Sku_code
  Required
- Quantity
  Required
Action
Write
- Name
  Required
- Address_id
  Required
Action
Write
- Customer ID
  Required
- Reference
- Reference Origin
Action
Write
- Id
  Required
- Code
  Required
- Name
  Required
- Shipping Category
  Required
Action
Write
- ID or Reference
  Required
Action
Search
- ID or Reference
  Required
Action
Search
- Status
  Required
Action
Search
- Name
  Required
Action
Search
- Status
  Required
Action
Search
- Status
  Required
Action
Search
- Name
  Required
- Attachable_type
  Required
- Attachable_id
  Required
- Description
- Url
  Required
Action
Search or write
- ID or Reference
  Required
- Currency Code
  Required
- Balance cents
  Required
Action
Search or write
- Price List
  Required
- Sku_code
  Required
- Amount_cents
  Required
- Compare_at_amount_cents
Action
Search or write
- Name
  Required
- Currency Code
  Required
Action
Search or write
- Code
  Required
- Name
  Required
- Shipping Category
  Required
Action
Search or write
- Stock Location
  Required
- Sku_code
  Required
- Quantity
  Required
Action
Search or write
- Name
  Required
- Address_id
  Required
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
New Attachment
Triggers when a new Attachment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new Customer is created.
Trigger
Polling
Try It
- Customer Subscription event
  Required
Trigger
Instant
Try It
- Gift Card event
  Required
Trigger
Instant
Try It
- Order event
  Required
- Webhook name
- Include resources
Trigger
Instant
Try It
New Parcel Event
Triggers when a new parcel is created.
Trigger
Instant
Try It
New Price Import
Triggers when a new Price import is created.
Trigger
Polling
Try It
- Refund event
  Required
- Include resources
Trigger
Instant
Try It
- Shipment event
  Required
- Include resources
Trigger
Instant
Try It
New SKU
Triggers when a new SKU is created.
Trigger
Polling
Try It
New Stock Item
Triggers when a new Stock Item is created.
Trigger
Polling
Try It
New Stock Location
Triggers when a new Stock Location is created.
Trigger
Polling
Try It
- Id
  Required
- Action
Action
Write
- Id
  Required
- Balance_change_cents
  Required
Action
Write
- Currency Code
  Required
- Balance cents
  Required
Action
Write
- Price List
  Required
- Sku_code
  Required
- Amount_cents
  Required
- Compare_at_amount_cents
Action
Write
- Name
  Required
- Currency Code
  Required
Action
Write
- Name
  Required
Action
Write
- Inputs
  Required
- Cleanup_records
  Required
Action
Write
- Stock Location
  Required
- Inputs
  Required
- Cleanup_records
  Required
Action
Write
- Id
  Required
- Action
  Required
Action
Write
- Id
  Required
- Reference
- Metadata
Action
Write
- Name
  Required
Action
Search
- ID or Reference
  Required
Action
Search
- Price_list_id
  Required
Action
Search
- Name
  Required
Action
Search
- Code
  Required
Action
Search
- Stock Location
  Required
Action
Search
- Name
  Required
Action
Search
- ID or Reference
  Required
- Email
  Required
Action
Search or write
- ID or Reference
  Required
- Market ID
  Required
Action
Search or write
- Status
  Required
- Price List
  Required
- Inputs
  Required
- Cleanup_records
  Required
Action
Search or write
- Name
  Required
Action
Search or write
- Status
  Required
- Inputs
  Required
- Cleanup_records
  Required
Action
Search or write
- Status
  Required
- Stock Location
  Required
- Inputs
  Required
- Cleanup_records
  Required
Action
Search or write

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Connect Plumsail Documents and Commerce Layer 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 Commerce Layer 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 Commerce Layer

Commerce Layer is a lightning fast, super flexible and ultra secure REST API that lets you build cutting-edge ecommerce.

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