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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 a New Account" in Deskera.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Deskera, 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
New CRM+ Deal
Triggers when a New Deal is Created in CRM+.
Trigger
Instant
Try It
New CRM Contact
Triggers when a New Contact is Created in CRM.
Trigger
Instant
Try It
New Product
Triggers when a New Product is Created.
Trigger
Instant
Try It
- Product Code
  Required
- Product Description
  Required
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
  Required
- Tax Amount
  Required
- Total Amount
  Required
- Product Order
  Required
- Purchase Invoice Item Code
- Is Draft?
- Is Received Completed?
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?
- Total Amount
  Required
- Payable Account Code
- Tax Amount
  Required
- Opening Document Number
- Status
  Required
- Contact Code
  Required
- Purchase Invoice Type
  Required
- Document Type
- Document Code
- Supplier Invoice Number
- Purchase Order Ref No
- Currency
  Required
- Exchange Rate
- Purchase Invoice Date
  Required
- Purchase Invoice Due Date
  Required
- Memo
- Attachments
- Unit Price GstInclusive
  Required
- Due Amount
- Is Recurring?
  Required
- Is Recurring Activated?
  Required
- Receipt Status
  Required
- Account Code
- Account Description
- Discount
- Discount In Percent
- Tax Code
- Tax Amount
- Amount
- Total Amount
- Account Order
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact Name
  Required
- Contact Address
  Required
Action
Write
Create a New Contact in CRM+
Creates a new Contact in CRM+ on a specified action
Action
Write
- Name
  Required
- Email
- Contact Number
- New People Name
- Organization
- Amount
- Pipeline
  Required
- Stage
  Required
- Closing Date
  Required
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
Write
- Order ID
  Required
- Total Price
- Sub Total Price
  Required
- Taxes Included
  Required
- Financial Status
  Required
- Email
- Contact ID
  Required
- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Email
- Line Items Product Id
  Required
- Line Items Quantity
  Required
- Line Items Price
  Required
- Line Items Tax Rate
- Line Items Title
  Required
- Line Items Discount
  Required
- Total Tax
  Required
- Total Discount
  Required
- Shipping Lines
- Payment Account Code
- Billing Address1
- Billing Address2
- Billing Country
  Required
- Billing State
  Required
- Billing City
  Required
- Billing Postal Code
  Required
- Shipping Address1
- Shipping Address2
- Shipping Country
  Required
- Shipping State
  Required
- Shipping City
  Required
- Shipping Postal Code
  Required
Action
Write
- Product Name
  Required
- Product type
  Required
- Product Id
  Required
- Product Barcode
- Product description
- Purchase account code
  Required
- Sales account code
  Required
- Purchase return account code
- Sales return account code
- Purchase tax code
- Sales tax code
- Is purchase price tax inclusive?
  Required
- Is sales price tax inclusive?
  Required
- Stock Uom
  Required
- Cost Of Goods Sold Account
  Required
- Stock Adjustment Account
  Required
- Inventory Account
  Required
- Category code
- Category Description
- Is Taxable
  Required
Action
Write
- Id
  Required
- Name
  Required
- Email
- Contact Number
- New People Name
- Organization
- Amount
- Pipeline
  Required
- Stage
  Required
- Closing Date
  Required
- Deal Date
- Visibility
- Owner
- Sub Owners
Action
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 CRM+ Contact
Triggers when a New Contact is Created in CRM+.
Trigger
Instant
Try It
New Contact
Triggers when a New Contact is Created.
Trigger
Instant
Try It
New CRM Deal
Triggers when a New Deal is Created in CRM.
Trigger
Instant
Try It
- Account Code
  Required
- Account Name
  Required
- Account Description
  Required
- Account Group Id
  Required
- Account Group Name
  Required
- Tax Code
  Required
- Currency Code
  Required
- Account Status
  Required
Action
Write
- Contact Id
- Contact Name
  Required
- email Id
  Required
- Receivable Account Code
  Required
- Payable Account Code
  Required
- Currency Code
  Required
- Payment Term Code
  Required
- Billing Address1
  Required
- Billing Address2
- Billing Country
- Billing State
- Billing City
- Billing PostalCode
- Is Preferred Billing Address?
  Required
- Shipping Address1
  Required
- Shipping Address2
- Shipping Country
- Shipping State
- Shipping City
- Shipping PostalCode
- Is Preferred Shipping Address?
  Required
- Status
  Required
- Is Customer?
  Required
- Is Vendor?
  Required
Action
Write
- Name
  Required
- Type
  Required
- Organization
- Label
- Email
- Country Code
- Phone
- Address
- Visibility
- Owner
- Sub Owners
Action
Write
- Document Type
- Document Code
- Purchase Order Ref No
- Currency
  Required
- Exchange Rate
- Sales Invoice Date
  Required
- Sales Invoice Due Date
  Required
- Memo
- Attachments
- Unit Price GstInclusive
  Required
- Due Amount
  Required
- Is Recurring?
  Required
- Is Recurring Activated?
  Required
- Product Code
  Required
- Product Description
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
- Tax Amount
  Required
- Total Amount
  Required
- Product Order
- Product Type
  Required
- Recurrence Type
- Recurrence Frequency
- Invoice Recurring Count
- Recurrence End Date
- Contact Name
  Required
- Contact Address
  Required
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Ship By Date
  Required
- Fulfillment Status
- Is Draft?
- Fulfillment Complete
- Document Sequence Code
- Sequence Format
- Is Opening Invoice?
  Required
- Total Amount
  Required
- Payable Account Code
- Tax Amount
  Required
- Opening Document Number
- Status
  Required
Action
Write
- Is Draft?
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Document Sequence Code
- Sequence Format
- Vendor Code
- Currency Code
  Required
- Contact Name
  Required
- Contact Address
  Required
- Delivery Date
  Required
- Document Date
  Required
- Due Date
  Required
- Exchange Rate
- Memo
- Order Type
- Unit Price GstInclusive
  Required
- Attachments
- Total Amount
  Required
- Opening Order
- Document Type
- Document Code
- Status
  Required
- Account Code
- Product Code
- Product Description
- Product Quantity
- Unit Price
- Discount
- Discount In Percent
- Tax Code
- Tax Amount
- Total Amount
- Product Order
- Purchase Order Item Code
- Is Drop Ship?
- Warehouse Code
- Back Order
Action
Write
- Contact Code
  Required
- Contact Name
  Required
- Ship From Address1
  Required
- Ship From Address2
- Ship From Country
- Ship From State
- Ship From City
- Ship From PostalCode
- Ship To Address1
  Required
- Ship To Address2
- Ship To Country
- Ship To State
- Ship To City
- Ship To PostalCode
- Bill To Address1
  Required
- Bill To Address2
- Bill To Country
- Bill To State
- Bill To City
- Bill To PostalCode
- Currency
  Required
- Contact Address
  Required
- Exchange Rate
- Quotation Code
- Document Sequence Code
- Sequence Format
- Document Date
  Required
- Fulfillment Date
  Required
- Fulfillment On
- Valid Till Date
  Required
- Closed Date
- Memo
- Unit Price GstInclusive
  Required
- Attachments
- Status
- Fulfillment Status
- Is Deleted?
- Document Type
  Required
- Document Code
  Required
- Product Code
  Required
- Document Sequence Code
- Product Name
  Required
- Product Description
  Required
- Product Quantity
  Required
- Unit Price
  Required
- Discount
  Required
- Discount In Percent
  Required
- Tax Code
- Tax Name
- Tax Amount
- Amount
  Required
- Product Order
- Quotation Item Code
  Required
- Product Type
  Required
- Available Quantity
  Required
- Total Amount
  Required
- Is Draft?
- Ship By Date
  Required
- Fulfillment Type
  Required
Action
Write

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Connect Plumsail Documents and Deskera 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 Deskera integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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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