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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 "Add Row" in ComTrack.

You’re connected!

Zapier seamlessly connects Plumsail Documents and ComTrack, 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
Boards: Card Due
Triggers when a card is due.
Trigger
Polling
Try It
Boards: Card Updated
Triggers when a card is updated.
Trigger
Polling
Try It
Boards: New Card
Triggers when a new card is created.
Trigger
Polling
Try It
Boards: New New Comment in Card
Triggers when a new comment is added to a card.
Trigger
Polling
Try It
Chats: New Channel
Triggers when a new channel is created.
Trigger
Polling
Try It
Chats: New File
Triggers when a new file is posted in a message.
Trigger
Polling
Try It
Chats: New Message Posted Anywhere
Triggers when a new message is posted anywhere in the organization.
Trigger
Polling
Try It
Chats: New User
Triggers when a new user is added.
Trigger
Polling
Try It
- Card ID
  Required
- File
  Required
Action
Write
- Card ID
  Required
- Text
  Required
- Parent Comment ID
Action
Write
- Card ID
  Required
- User ID
  Required
Action
Write
- Original Board ID
  Required
- New Board Title
  Required
Action
Write
- List ID
  Required
- Title
  Required
- Description
- Position
- Due Date
- Start Date
Action
Write
- Checklist ID
  Required
- Text
  Required
Action
Write
- Item ID
  Required
Action
Write
- Card ID
  Required
- Label ID
  Required
Action
Write
- Card ID
  Required
- Title
- Description
- Is Complete
- Due Date
- Start Date
Action
Write
- Channel Name
  Required
- Creator User ID
  Required
Action
Write
- Channel
  Required
Action
Write
- Channel
  Required
- User ID to Invite
  Required
Action
Write
- Channel
  Required
- User ID (Author)
  Required
- Message Text
  Required
Action
Write
- Folder
  Required
- Number of Rules
  Required
Action
Write
- Folder Name
  Required
Action
Write
- Folder
  Required
Action
Write
- Rule
  Required
- Note
- Folder
- Enabled
- Order
- Number of Conditions
- Then Action Field
- Then Action Formula
Action
Write
- Board Title
  Required
Action
Search
- Card ID
  Required
- Checklist Title
Action
Search
- Label Name
  Required
Action
Search
- Channel Name
  Required
Action
Search
- Email Address
  Required
Action
Search
- Agent Name
- Carrier
- Client Full Name
- Date
- Policy Number
Action
Search
- Rule
  Required
Action
Search
- Folder
  Required
Action
Search

- 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
- 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
Boards: Card Archived
Triggers when a card is archived.
Trigger
Polling
Try It
Boards: Card Moved to List
Triggers when a card is moved to a new list.
Trigger
Polling
Try It
Boards: New Board
Triggers when a new board is created.
Trigger
Polling
Try It
Boards: New Checklist
Triggers when a new checklist is created in a card.
Trigger
Polling
Try It
Boards: New Label Added to Card
Triggers when a label is added to a card.
Trigger
Polling
Try It
- Channel
  Required
Trigger
Polling
Try It
Chats: New Mention
Triggers when a new message mentions someone.
Trigger
Polling
Try It
- Channel
  Required
Trigger
Polling
Try It
- Agent Name
- Carrier
- Agent ID
- Agent NPN
- Statement Date
- Client Full Name
- Client First Name
- Client Middle Name Initial
- Client Last Name
- Carrier Member ID
- Policy Number
- Effective Date
- Prior Plan
- Termination Date
- Termination Reason
- Line
- Sub Line
- Plan Type
- Plan
- Contract
- PBP
- Member State
- Member County
- Premium
- Agent Split
- Comp Rate
- Lives
- Commission
- Expected Commission
- Commission Action
- Agent Comp Plan
- Agent Payroll
- Lock Pay
- Upline 1 Name
- Upline 1 Comp Plan
- Upline 1 Payroll
- Upline 2 Name
- Upline 2 Comp Plan
- Upline 2 Payroll
- Upline 3 Name
- Upline 3 Comp Plan
- Upline 3 Payroll
- Upline 4 Name
- Upline 4 Comp Plan
- Upline 4 Payroll
- Upline 5 Name
- Upline 5 Comp Plan
- Upline 5 Payroll
- Upline 6 Name
- Upline 6 Comp Plan
- Upline 6 Payroll
- Upline 7 Name
- Upline 7 Comp Plan
- Upline 7 Payroll
Action
Write
- Card ID
  Required
- Title
  Required
Action
Write
- Card ID
  Required
- Label ID
  Required
Action
Write
- Card ID
  Required
Action
Write
- Title
  Required
- Description
- Background
- Icon
Action
Write
- Card ID
  Required
- Title
  Required
Action
Write
- Card ID
  Required
- Text
  Required
- Parent Comment ID
Action
Write
- Card ID
  Required
- Board ID
  Required
- List ID
  Required
- Position
Action
Write
- Card ID
  Required
- User ID
  Required
Action
Write
- Channel Name
  Required
- Creator User ID
  Required
Action
Write
- Channel ID
  Required
- Message ID
  Required
- User ID (who is deleting)
  Required
Action
Write
- Message ID
  Required
Action
Write
- Channel
  Required
- User ID to Remove
  Required
Action
Write
- Recipient User ID
  Required
- User ID (Author)
  Required
- Message Text
  Required
Action
Write
- Note
- Folder
  Required
- Enabled
- Order
- Number of Conditions
- Then Action Field
- Then Action Formula
Action
Write
- Rule
  Required
Action
Write
- File
  Required
- Filename
  Required
Action
Write
- Folder
  Required
- Folder Name
  Required
Action
Write
- Board ID
- List ID
- Card Title
  Required
Action
Search
- Checklist ID
  Required
- Item Text
Action
Search
- Name
- Email
Action
Search
- Search Query
  Required
Action
Search
- Full Name or Part of Name
  Required
Action
Search
- Agent Name
- Carrier
- Client Full Name
- Date
- Policy Number
Action
Search
- Folder
Action
Search
- Dummy Field
Action
Search

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

25m

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 ComTrack 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

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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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Documents

About ComTrack

ComTrack is a commission tracker for insurance agents.

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