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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 "Add Member Order" in Emma.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Emma, 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
Field Deleted
Triggers when a field is deleted.
Trigger
Instant
Try It
Group Created
Triggers when a new member group is created.
Trigger
Instant
Try It
Group Updated
Triggers when a group is updated.
Trigger
Instant
Try It
New Member Added
Triggers when a new member is added to your audience.
Trigger
Instant
Try It
Member Deleted
Triggers when a member is deleted.
Trigger
Instant
Try It
Member Status Updated
Triggers when a member's status is updated.
Trigger
Instant
Try It
Mailing Clicked
Triggers when a mailing is clicked.
Trigger
Instant
Try It
Mailing Opened
Triggers when a mailing is opened.
Trigger
Instant
Try It
Mailing Share Clicked
Triggers when a member shares a link to a mailing and someone clicks on it.
Trigger
Instant
Try It
- Mailing Id
  Required
- Member Id
  Required
Trigger
Polling
Try It
- Member ID
  Required
- Group ID
  Required
Action
Write
- Email
  Required
- Event Name
  Required
- Data
  Required
Action
Write
- Source
- Source Product ID
- Product Name
- Source Variant IDs
- Variant Names
- Variant SKUs
- Variant Prices
- Variant Product URL
- Variant Image URL
- Categories
- Deleted At
Action
Write
- Mailing ID
  Required
- Member ID
  Required
- Recipient Emails
- Heads Up Emails
Action
Write
- Email
  Required
- SMS Phone Number
- SMS Promotional Status
- SMS Transactional Status
- Group Ids
- Field Change Autoresponders
- Subscriber Consent Tracking
- Signup Form ID
Action
Write
- Member ID
  Required
- Group ID
  Required
Action
Write
- Group Name
  Required
- Group ID
  Required
Action
Write
- Member Id
  Required
Action
Write
- Member ID
  Required
Action
Search
- Mailing ID
  Required
Action
Search
- Mailing Id
  Required
Action
Search
- Mailing ID
  Required
Action
Search
- Email
  Required
Action
Search
- Email
  Required
- SMS Phone Number
- SMS Promotional Status
- SMS Transactional Status
- Group Ids
- Field Change Autoresponders
- Subscriber Consent Tracking
- Signup Form ID
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
Field Created
Triggers when a new member field is created.
Trigger
Instant
Try It
Field Updated
Triggers when a field is updated.
Trigger
Instant
Try It
Group Deleted
Triggers when a group is deleted.
Trigger
Instant
Try It
Mailing Finished
Triggers when a mailing is finished.
Trigger
Instant
Try It
Member Added to Group
Triggers when a member is added to a group.
Trigger
Instant
Try It
Member Removed From Group
Triggers when a member is removed from a group.
Trigger
Instant
Try It
Member Updated
Triggers when a member is updated.
Trigger
Instant
Try It
Mailing Forwarded
Triggers when a mailing is forwarded.
Trigger
Instant
Try It
Mailing Shared
Triggers when a member shares a mailing.
Trigger
Instant
Try It
Member Unsubscribed
Triggers when a subscriber opts-out.
Trigger
Instant
Try It
- Member ID
  Required
- Status
- Mailing ID
- Source Member ID
  Required
- Created At
  Required
- Updated At
- Source
  Required
- Cancelled Reason
- Subtotal
  Required
- Shipping Cost
  Required
- Tax
  Required
- Total Cost
  Required
- Source Order ID
  Required
- Product IDs
  Required
- Product Prices
  Required
- Product Quantities
  Required
Action
Write
- From Group ID
  Required
- To Group ID
  Required
- Member Status ID
  Required
Action
Write
- Shortcut Name
  Required
- Display name
  Required
- Widget Type
  Required
- Options
- Column Order
  Required
- Field Type
Action
Write
- Critera
  Required
- Name
  Required
Action
Write
- Group Name
  Required
Action
Write
- Email
  Required
Action
Write
- Member ID
  Required
- Group IDs
  Required
Action
Write
- Email
  Required
- SMS Phone Number
- SMS Promotional Status
- SMS Transactional Status
- Group Ids
- Field Triggers
- Subscriber Consent Tracking
Action
Write
- Member ID
  Required
- Order ID
  Required
- Status
- Updated At
- Cancelled Reason
- Cancelled At
- Subtotal
- Shipping Cost
- Tax
- Total Cost
Action
Write
- Group ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Product ID
  Required
Action
Search
- Count
- Start
- End
- Sort Column
- Sort Order
- Source
- Source Product ID
- SKU
- Name
- Price
- Product URL
- Image URL
- Categories
Action
Search
- Member ID
  Required
- Email
  Required
- SMS Phone Number
- SMS Promotional Status
- SMS Transactional Status
- Group Ids
- Field Change Autoresponders
- Subscriber Consent Tracking
- Signup Form ID
Action
Search or write

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

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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 Emma 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

Learn how to automate Emma on the Zapier blog

Make work flow with AI

Level up your Plumsail Documents to Emma 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.

Learn moreLearn moreHelpHelp

Related categories

Documents

About Emma

Grow your business with smart, stylish email marketing campaigns.

Learn moreLearn moreHelpHelp

Related categories

Email Newsletters

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Connect Plumsail Documents and Emma to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Plumsail Documents and Emma to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Plumsail Documents on the Zapier blog

Auto-populate documents with Plumsail Documents

Learn how to automate Emma on the Zapier blog

3 ways to automate Emma with Zapier

Make work flow with AI

Connect Plumsail Documents to Emma on the world's largest no-code automation platform