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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 Contact to Sequence" in EngageBay Marketing.

You’re connected!

Zapier seamlessly connects Plumsail Documents and EngageBay Marketing, 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
- 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
New Company
Instant trigger powered by webhooks. Fires immediately when a new company is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
Try It
New Contact
Instant trigger powered by webhooks. Fires immediately when a new contact is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
Try It
Contact Unsubscribed
Instant trigger powered by webhooks. Fires immediately when a contact unsubscribes in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
Try It
New Deal
Instant trigger powered by webhooks. Fires immediately when a new deal is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
Try It
New Company [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Company" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
New Deal [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Deal" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
Get Owners
Trigger to get all owners.
Trigger
Polling
Try It
Get Tracks
Tigger to get all tracks.
Trigger
Polling
Try It
- Name
  Required
Trigger
Instant
Try It
- List
  Required
- Limit
  Required
Trigger
Polling
Try It
- Tag
  Required
Trigger
Instant
Try It
- Fields
  Required
Trigger
Instant
Try It
Contact Unsubscribed [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Contact Unsubscribed" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
Contact Property Change[Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Contact Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
Task Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Task Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
- Contact ID
  Required
- Subject
- Description
Action
Write
- Name
- Phone Number
- Email
  Required
- Timezone
- Start Time
  Required
- End Time
  Required
Action
Write
- Form
  Required
- Email
  Required
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Search Query
  Required
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Search or write

- 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
- PDF file
  Required
- Rich Text (HTML)
  Required
- Overlay layer
- Watermark position
- Opacity
- Angle
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
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
- Fields
  Required
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- Fields
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
New Contact [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Contact" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
New Event [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Event" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
New Task [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "New Task" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
- Field
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- t_fields
Trigger
Instant
Try It
New Task
Instant trigger powered by webhooks. Fires immediately when a new task is created in EngageBay. Recommended replacement for the legacy polling trigger.
Trigger
Instant
Try It
- Properties
Trigger
Instant
Try It
Company Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Company Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
Deal Property Change [Deprecated]
⚠️ This polling-based trigger is deprecated. Please use the new "Deal Property Change" trigger for real-time webhook-based execution. This trigger will be retired in a future release.
Trigger
Polling
Try It
- Sequence
  Required
- Email
  Required
Action
Write
- Email
  Required
- First Name
- Last Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Website (Xing)
- Blog
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Role
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Email
  Required
- Subject
  Required
- Priority
- Type
- Status
- Assignee
- Message
Action
Write
- Email
  Required
- Last Name
- Role
- First Name
- Company
- Phone Number
- Phone Number (Work)
- Phone Number (Home)
- Phone Number (Mobile)
- Phone Number (Home Fax)
- Phone Number (Work Fax)
- Website
- Website (Skype)
- Website (Twitter)
- Website (Linkedin)
- Website (Facebook)
- Blog
- Website (Xing)
- Website (Google+)
- Website (Flickr)
- Website (GitHub)
- Website (Youtube)
- Tags
- Address
- City
- State
- Zip Code
- Country
Action
Write
- Tag
  Required
- Email
  Required
Action
Write
- Search Query
  Required
Action
Search

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Documents and EngageBay Marketing 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 EngageBay Marketing on the Zapier blog

Make work flow with AI

Level up your Plumsail Documents to EngageBay Marketing 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.

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Related categories

Documents

About EngageBay Marketing

EngageBay is a simple, affordable all-in-one marketing and sales software built for small businesses.