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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 "Dispatch Mission" in EVEREST.

You’re connected!

Zapier seamlessly connects Plumsail Documents and EVEREST, 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
Draft Mission Deleted
Triggers when a draft mission is deleted.
Trigger
Instant
Try It
Draft Mission Validated
Triggers when a draft mission is validated and the corresponding mission is created.
Trigger
Instant
Try It
Invoice Deleted
Triggers when an invoice is deleted.
Trigger
Instant
Try It
Mission Created
Triggers when a new mission is created.
Trigger
Instant
Try It
Mission Price Updated
Triggers when a mission price is modified.
Trigger
Instant
Try It
Mission Updated
Triggers when a mission is updated.
Trigger
Instant
Try It
Recurring Mission Deleted
Triggers when a recurring mission is deleted.
Trigger
Instant
Try It
Service Created
Triggers when a new service is created.
Trigger
Instant
Try It
- Mission Ref
  Required
- Agent
  Required
Action
Write
- Email
  Required
- First name
  Required
- Last name
  Required
- Password
  Required
- Repeat password
  Required
- Tel
- Address line 1
  Required
- Address line 2
- Billing name
- Billing address
- Company number
- Price min
- Price max
- Distance max
- Latitude
- Longitude
- Photo
- Is available
- Status
- Establishment
Action
Write
- Type
  Required
- Title
  Required
- Description
  Required
- Name or company
  Required
- Address
  Required
- Amount excl. VAT
  Required
- Amount incl. VAT
  Required
- Created for
  Required
- Created by
  Required
- Is validated
- Payment status
- Date paid
Action
Write
- Agent
  Required
Action
Write
- Invoice
  Required
Action
Write
- Service
  Required
- Address start
  Required
- Address end
  Required
- Start date
- Client
- Establishment
- Weight
- Volume
Action
Write
- Agent
  Required
- Email
- First name
- Last name
- Tel
- Address line 1
- Address line 2
- Billing name
- Billing address
- Company number
- Price min
- Price max
- Distance max (km)
- Latitude
- Longitude
- Password
- Repeat password
- Photo
- Is available
- Status
- Establishment
Action
Write
- Invoice
  Required
- Type
- Title
- Description
- Name or company
- Address
- Amount excl. VAT
- Amount incl. VAT
- Created for
- Created by
- Is validated
- Payment status
- Date paid
Action
Write
- Agent
  Required
Action
Search
- Establishment
Action
Search
- Client
  Required
Action
Search
- Search keywords
Action
Search
- Search keywords
- Limit start
- Limit end
Action
Search
- Ref(s)
  Required
- Return type
Action
Search
- Service
  Required
- Establishment
- From time
- Max days
Action
Search
- Search keywords
Action
Search

- 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
Draft Mission Created
Triggers when a new draft mission is created.
Trigger
Instant
Try It
Draft Mission Updated
Triggers when a draft mission is updated.
Trigger
Instant
Try It
Invoice Created
Triggers when a new invoice is created.
Trigger
Instant
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Instant
Try It
Mission Deleted
Triggers when a mission is deleted.
Trigger
Instant
Try It
Mission Status
Triggers when a new status is created on a mission.
Trigger
Instant
Try It
Recurring Mission Created
Triggers when a new recurring mission is created.
Trigger
Instant
Try It
Recurring Mission Updated
Triggers when a recurring mission is updated.
Trigger
Instant
Try It
Service Updated
Triggers when a service is updated.
Trigger
Instant
Try It
- Ref
  Required
Action
Write
- Email
  Required
- First name
  Required
- Last name
  Required
- Tel
  Required
- Password
  Required
- Repeat password
  Required
- Internal code
- Accounting code
- Address line 1
- Address line 2
- Billing name
- Billing email
- Billing address
- Billing complementary informations
- Fuel surcharge percent
- Photo
- Is periodically invoiced
- Invoicing period (if periodic)
- Invoicing period details
- Name
- Is mandatory
- Status
- Establishment
Action
Write
- Start date
- Client
- Agent
- Service
- Comment
- Client reference
- Start address
  Required
- Start address name
- Start address company
- Start address email
- Start address comment
- Start address tel
- End address
  Required
- End address name
- End address company
- End address email
- End address comment
- End address tel
- Additional services
- Establishment
- Name
- Value
- Name of the product
- Weight (kg)
- Volume (m3)
- Length (cm)
- Width (cm)
- Depth (cm)
- Product ref
- Quantity
- Skills
- Price excl. VAT
- Agent price excl. VAT
- Status
Action
Write
- Client
  Required
Action
Write
- Ref
  Required
Action
Write
- Refs
  Required
- Status
  Required
- Comment
- Signature
- Photos
- Latitude
- Longitude
- Extras (sub-statuses)
- Name
- Value
Action
Write
- Client
  Required
- Email
- First name
- Last name
- Tel
- Password
- Repeat password
- Internal code
- Accounting code
- Address line 1
- Address line 2
- Billing name
- Billing email
- Billing address
- Billing complementary informations
- Fuel surcharge percent
- Photo
- Is periodically invoiced
- Invoicing period (if periodic)
- Invoicing period details
- Name
- Is mandatory
- Status
- Establishment
Action
Write
- Ref
  Required
- Start date
- Check date
- Check addresses
- Comment
- Service
- Agent
- Client
- Client ref
- Price excl. VAT
- Agent price excl. VAT
- Status
- Address start
- Address start name
- Address start company
- Address start email
- Address start comment
- Address start tel
- Address end
- Address end name
- Address end company
- Address end email
- Address end comment
- Address end tel
- Additional services
- Establishment
- FIlename
- Data
- Name
- Value
- Name of the product
- Weight (kg)
- Volume (m3)
- Length (cm)
- Width (cm)
- Depth (cm)
- Product ref
- Skills
Action
Write
- Search Keywords
- Limit start
- Limit end
Action
Search
- Establishment
Action
Search
- Search keywords
- Limit start
- Limit end
Action
Search
- Invoice
  Required
Action
Search
- Client
- Agent
- Service
- From date
- To date
- Search keywords
- Order by
- Limit start
- Limit end
Action
Search
- Establishment
Action
Search
- Search keywords
Action
Search
- Address
  Required
- Start date
- Service
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Plumsail Documents and EVEREST 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

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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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About EVEREST

Everest helps you centralize your logistics flows within a single software, and offers the best delivery experience to your customers.

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