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Choose an Action
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Plumsail Documents
Plumsail Documents
1. Choose trigger event
Edda
Edda
2. Choose action
1. Select the event
Setup
Test
Plumsail Documents
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 "Updates alternative email addresses." in Edda.
You’re connected!
Zapier seamlessly connects Plumsail Documents and Edda, 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.
- PDF fileRequired
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CSV fileRequired
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DOC fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Archive fileRequired
- Password
- Include Folders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
- Template engineRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTML fileRequired
- Margins
- Paper Size
- Orientation
- Header HTML file
- Footer HTML file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Image contentRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- JSON file
- JSON data
- Mapppings
- Path to JSON array
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FilesRequired
- Preserve Bookmarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Result Type
- Start Page
- End Page
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PPTX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- Enable printingRequired
- Enable modificationRequired
- Enable extract dataRequired
- Enable annotateRequired
- PDF owner password
- PDF user password
- Current password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Regular expression patternRequired
- String to search for matchesRequired
- Replacement string
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Text contentRequired
- Rotation
- Font
- Bold
- Italic
- Text Align
- Font Size
- Color
- Watermark position
- Opacity
- X coordinate
- Y coordinate
- Start page
- End page
- Password
- PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- XLS fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- commentRequired
- attached_files
- comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- companyRequired
- address
- dateRequired
- description
- participants
- titleRequired
- upstream_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- companyRequired
- metricTypeRequired
- date
- valueRequired
- value_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- companyRequired
- category_idRequired
- description
- nameRequired
- periodRequired
- type_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- companyRequired
- email
- source_company_id
- source_name_id
- source_referent_id
- source_type_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- contactRequired
- commentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- contactRequired
- app_source
- background
- country_id
- email
- facebook_url
- firstname
- gender
- gender_id
- language_id
- lastname
- linkedin_url
- phone
- twitter_url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- contactCommentRequired
- comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- documentRequired
- documentAnalysisRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- documentAnalysisanalysisRequired
- name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- documentAnalysisRequired
- intermediate
- nameRequired
- output_orderRequired
- processing_orderRequired
- promptRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- documentAnalysisFieldRequired
- description
- name
- output_order
- show_label
- style
- type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- emailRequired
- shared
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- tableRequired
- valueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- company_id
- destination
- nameRequired
- parent_folder_id
- shared
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- noteRequired
- attached_files
- commentRequired
- parent_comment_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- noteCommentRequired
- attached_files
- comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- pipelineRequired
- metrics_table_order
- metrics_table_setup.monthly.forecast
- metrics_table_setup.monthly.from
- metrics_table_setup.monthly.to
- metrics_table_setup.monthly.yearly
- metrics_table_setup.one_off.forecast
- metrics_table_setup.quarterly.forecast
- metrics_table_setup.quarterly.from
- metrics_table_setup.quarterly.to
- metrics_table_setup.quarterly.yearly
- metrics_table_setup.weekly.forecast
- metrics_table_setup.weekly.from
- metrics_table_setup.weekly.metrics_weekly_period_format
- metrics_table_setup.weekly.to
- metrics_table_setup.yearly.forecast
- metrics_table_setup.yearly.from
- metrics_table_setup.yearly.to
- visible_plugin_company_fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- reviewTemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- stageRequired
- companyRequired
- closed_by
- closing_comment
- reason_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- stageRequired
- nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- userRequired
- email
- firstname
- job_title
- language
- lastname
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
- search
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- search
- fuzzy
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- contactRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- documentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
- expand[]
- folder_id
- company_id
- search
- audience_ids[]
- keyword_ids[]
- owner_ids[]
- document_type_ids[]
- start_date
- end_date
- sort
- sort_order
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- documentAnalysisRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- documentAnalysisStepRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- fieldRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- fundRequired
- page
- per_page
- status
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- noteRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- pipelineRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- pipelineRequired
- page
- per_page
- expand[]
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- pipelineRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- pipelineRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- reviewTemplateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- stageRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
- start_date
- end_date
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
- action
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
- FilenameRequired
- File to convertRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- File nameRequired
- Password
- FilesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DOCX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email fileRequired
- Merge Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- JSON dataRequired
- Lock form fields
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
- Locale
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ImagesRequired
- Image Per Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- JSON file
- JSON data
- Delimiter
- Path to JSON array
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FilesRequired
- Apply header and footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Content of CSV documentRequired
- Delimiter
- Rows Count
- Use first line as headers
- Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Overlay fileRequired
- Overlay layer
- Start page
- End page
- Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PPT fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Regular expression patternRequired
- String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Regular expression patternRequired
- String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PDF fileRequired
- Split typeRequired
- Filename Prefix
- Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- XLSX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- emails
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- companyRequired
- attached_files
- commentRequired
- parent_comment_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- CompanyRequired
- FieldRequired
- Field valueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- companyRequired
- metricTypeRequired
- category_idRequired
- description
- name
- periodRequired
- type_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- companyRequired
- attached_files
- contentRequired
- labelRequired
- titleRequired
- type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- companyRequired
- schedule_date
- taskRequired
- users
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- contactRequired
- strengthRequired
- user_idRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- app_source
- background
- country_id
- emailRequired
- facebook_url
- firstname
- gender
- gender_id
- language_id
- lastname
- linkedin_url
- phone
- twitter_url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- formatRequired
- hourRequired
- typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- documentRequired
- audience_ids
- document_type_id
- keyword_ids
- name
- parent_folder_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- documentAnalysisRequired
- descriptionRequired
- nameRequired
- output_orderRequired
- show_labelRequired
- styleRequired
- typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- documentAnalysisStepRequired
- intermediate
- name
- output_order
- processing_order
- prompt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- bodyRequired
- cc
- dateRequired
- fromRequired
- original_providerRequired
- shared
- subjectRequired
- textRequired
- toRequired
- upstream_idRequired
- upstream_thread_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- folderRequired
- name
- parent_folder_id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- metricRequired
- date
- valueRequired
- value_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- noteRequired
- attached_files
- content
- label
- title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- pipelineRequired
- This action allows multiple versions of input fields
- provider
- provider_id
- source
- original_submission_id
- source
- name
- source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- description
- filters
- groups
- layout
- pipeline_idRequired
- title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- reviewTemplateRequired
- description
- filters
- groups
- layout
- title
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- stageRequired
- This action allows multiple versions of input fields
- provider
- provider_id
- source
- original_submission_id
- source
- name
- source
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- taskRequired
- completed
- schedule_date
- task
- users
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
- customized_layout
- plugin_attachments_all
- plugin_emails_shared
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- captableRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- commentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
- page
- per_page
- upstream_id
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- companyRequired
- page
- per_page
- action
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
- expand[]
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- contactRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- contactRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
- emails[]
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- contactCommentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- dataDumpScheduleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- documentRequired
- documentAnalysisRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- documentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- documentAnalysisRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- documentAnalysisRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- documentAnalysisFieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- emailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- eventRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- fieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- table
- field_id
- query
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- fundRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- noteRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
- app
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- pipelineRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- pipelineRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- pipelineRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- reviewRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- reviewTemplateRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- stageRequired
- page
- per_page
- start_date
- end_date
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- stageRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- page
- per_page
- start_date
- end_date
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
- taskRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- workspaceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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Connect Plumsail Documents and Edda to integrate crucial parts of your business
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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
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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