Connect Plumsail Documents and dala.care to power AI-driven automation

Creates DOCX document from a template, replacing special {{tokens}} in it with data specified in the Data field.

Fills Out PDF form by provided data.

Get Form from PDF returns fillable form data from PDF as JSON.

This action takes HTML markup, renders it and converts to PDF document.

Add an image watermark with customizable settings to a PDF file

Takes JSON and converts it to XLSX document.

Convert and merge multiple files into a single PDF document.

Get information about PDF protection returns information whether the document is password protected.

Takes PDF document and converts it to JPEG image.

Extract text from PDF takes PDF document and extracts text to Raw or HTML format.

This action takes PPTX document and converts it to PDF.

Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

Regular Expression Replace replaces all strings that match a regular expression pattern with a specified replacement string in a specified input string.

Start the process and return generated document.

Add a text watermark with customizable settings to a PDF file

This action takes XLS document and converts it to XLSX.

Assigns an existing care recipient to an additional office in Dala Care

Creates a new activity (task/care action) for a care recipient or care home in Dala Care

Creates a new caregiver with personal details and office assignment in Dala Care

Creates a new care recipient with personal details, address, and office assignment in Dala Care

Creates a new contact (e.g. family member, doctor) linked to a care recipient

Creates a new visit type for billing configuration — defines duration, billing code, and rates

Deactivates a care recipient from a specific office. The care recipient remains in the system but is no longer active

Permanently deletes an absence by its external system identifier. This action cannot be undone

Deletes a file from a care recipient's profile in Dala Care

Reactivates a previously deactivated caregiver in a specific office in Dala Care

Reactivates a previously cancelled visit instance in Dala Care

Updates an existing activity's details in Dala Care

Updates a care recipient's details. This is a full replace — use 'Get Care Recipient by ID' first to preserve unchanged fields

Updates a single visit instance. This is a full replace — use 'Get Visit by ID' first to preserve unchanged fields

Lists all absences for an office within a date range, filtered by role type (e.g. CAREGIVER or CARE_RECIPIENT)

Retrieves an absence record by its unique ID

Finds activity types by title or ID — use to look up activity type IDs for activities

Retrieves full caregiver details including office roles and personal information by their unique ID

Lists all active care recipients assigned to a specific office

Finds a care recipient by their personal ID (PID) — useful when syncing from external systems

Finds an office by name or ID — use to look up office IDs needed by other actions

Lists all visits for a care recipient within a date range — includes caregiver assignments and status

Finds visit types by title, code, or ID — use to look up visit type IDs for billing configuration

Fill merge fields in DOCX document takes a DOCX document with merge fields and replaces them by specified data. The keys in data object should be the same as names of MergeFields (Express block) in document.

Creates HTML from a template, replacing special {{tokens}} in it with data specified in the Data field.

Takes HTML markup, renders it and converts to DOCX document.

Takes images and converts them to a PDF document

Takes JSON and converts it to CSV file.

Takes an array of DOCX documents and merge it into single file.

Parse CSV

Takes PDF document and converts it to BMP image.

Takes PDF document and converts it to PNG image.

Add a PDF watermark with customizable settings to a PDF file.

This action takes PPT document and converts it to PPTX.

Regular Expression Match searches for an input string for all occurrences of a regular expression and returns all the matches.

Regular Expression Test indicates whether the regular expression specified in the Regex constructor finds a match in a specified input string. We would recommend to use Regex Hero to test your expressions. It supports the same syntax as actions.

Takes PDF document and splits it.

This action takes XLSX document and converts it to PDF.

Assigns an existing caregiver to an additional office in Dala Care

Cancels a visit instance with a required reason. Cancelled visits can be reactivated later

Creates a new activity and immediately links it to a visit series — combines Create Activity and Schedule Activity

Records a planned absence for a caregiver (e.g. sick leave, vacation). Affects visit scheduling

Records a planned absence for a care recipient (e.g. hospital stay, vacation). Affects visit scheduling

Creates a new visit (appointment) with optional recurrence, caregiver assignment, and activity scheduling

Deactivates a caregiver from a specific office. The caregiver remains in the system but is no longer active

Permanently deletes an absence by its internal ID. This action cannot be undone

Permanently deletes an activity. This action cannot be undone

Permanently deletes a visit. This action cannot be undone — use Cancel Visit if you may need to restore it

Reactivates a previously deactivated care recipient in a specific office in Dala Care

Links an existing activity to a visit series (visit definition) so it appears on scheduled visits

Updates a caregiver's details. This is a full replace — use 'Get Caregiver by ID' first to preserve unchanged fields

Updates an existing contact's details for a care recipient. This is a full replace — fetch current values first

Uploads a file to a care recipient's profile in Dala Care

Retrieves an absence record by its external system identifier — useful for integrations that track absences using their own IDs

Lists all activities (tasks/care actions) scheduled for a specific care recipient

Lists all active caregivers assigned to a specific office

Finds a caregiver by their personal ID (PID) — useful when syncing from external systems

Retrieves full care recipient details including office roles, address, and personal information by their unique ID

Lists all contacts (family, doctors, etc.) linked to a care recipient

Lists all visits assigned to a caregiver within a date range — includes care recipient info and status

Retrieves full visit details including assigned caregivers and activities by the visit instance ID