Connect Plumsail Documents and FoxManager to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

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

How Zapier works

Zapier makes it easy to integrate Plumsail Documents with FoxManager - no code necessary. See how you can get setup in minutes.

100%

Help

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 "Update Contract" in FoxManager.

You’re connected!

Zapier seamlessly connects Plumsail Documents and FoxManager, 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
- Contract ID
  Required
- Company (URI)
- User
- Person (Customer)
- Status (Code)
- Type
- Charge Type
- Auto NFS-e
- Received
- Amount Value (Total)
- Discount Value
- Amount Net Value (Net)
- Revenue Value
- Accessories Value
- Month Location Value
- Accumulated Value
- Cost Application
- Maintenance Number
- Cost Accessories Value
- Commission Value
- Tax Value
- Entry ICMS Value
- Commercial Discount Value
- Proposal Activate Value
- Fiscal Operation
- Code
- Order
- Payment Condition
- Initial Validity
- Final Validity
- Day of NFS-e
- Expiration Day
- Contract Address/Contact
- Vindi Number
- Commercial Discount Note
- Last Invoicing Note
- Max Activation Competence
- Max Activation Number
- Legacy Code
- Life Cycle (Months)
- Removal Equipment Date
- Ticket Expiration Date
- Preview Expiration Date
- Indexer Number
- Invoicing Day
- Last Modified Date
- Notes
Action
Write
- Company (ID)
  Required
- Company Name
- CNPJ
- Fantasy Name
- Email
- Phone
- Start of Activity
- Municipal Registry
- State Registry
- Suframa Code
- Is Customer?
- Is Supplier?
- Is Employee?
- Is Active?
- Observations
- Legacy Code
- Is Foreigner?
- Foreigner Document
- Access Group
Action
Write
- Item ID
  Required
- Unit Value
- Quantity
- Discount Value
- Total Value
- Discount %
- Legacy Code
Action
Write
- Person ID
  Required
- Name
- CPF
  Required
- Email
- Phone
- Birth Date
- Gender
- Is Customer?
- Is Supplier?
- Is Employee?
- Is Active?
- Observations
- Legacy Code
- Is Foreigner?
- Foreigner Document
- Access Group
Action
Write
- Ticket ID
  Required
- Status
- Payment Date
- Due Date
- Total Amount
- Fine Value
- Fees/Interest Value
- Discount Value
- Extra Value
- Company
- Debit Account
- Accounting Account
- Payment Method
- Launch Group
- Person ID
- Origin
- Document Number
- Ticket Number
- Competence
- Type
- Account Plan ID
- Notes
Action
Write
- Company (URI)
  Required
- User
  Required
- Person (Customer)
  Required
- Status (Code)
  Required
- Type
  Required
- Charge Type
  Required
- Auto NFS-e
  Required
- Received
  Required
- Amount Value (Total)
  Required
- Discount Value
  Required
- Amount Net Value (Net)
  Required
- Revenue Value
  Required
- Accessories Value
  Required
- Month Location Value
  Required
- Accumulated Value
  Required
- Cost Application
  Required
- Maintenance Number
  Required
- Cost Accessories Value
  Required
- Commission Value
  Required
- Tax Value
  Required
- Entry ICMS Value
  Required
- Commercial Discount Value
  Required
- Proposal Activate Value
  Required
- Fiscal Operation
- Code
- Order
- Payment Condition
- Initial Validity
- Final Validity
- Day of NFS-e
- Expiration Day
- Contract Address/Contact
- Vindi Number
- Commercial Discount Note
- Last Invoicing Note
- Max Activation Competence
- Max Activation Number
- Legacy Code
- Life Cycle (Months)
- Removal Equipment Date
- Ticket Expiration Date
- Preview Expiration Date
- Indexer Number
- Invoicing Day
- Last Modified Date
- Notes
Action
Write
- Company Name
  Required
- CNPJ
  Required
- Access Group URI
  Required
- Fantasy Name
- Email
- Phone
- Start of Activity
- Municipal Registry
- State Registry
- Suframa Code
- Is Customer?
- Is Supplier?
- Is Employee?
- Is Active?
- Observations
- Legacy Code
- Is Foreigner?
- Foreigner Document
Action
Write
- Order
  Required
- Company
  Required
- Product
  Required
- Unit Value
  Required
- Quantity
  Required
- Discount Value
  Required
- Total Value
  Required
- Discount %
- Legacy Code
Action
Write
- Group Name
  Required
- Status
- Access Group URI
Action
Write
- Description
  Required
- Type (Product or Service)
  Required
- Access Group
  Required
- Weighable
  Required
- Product Code
- ECF Description
- Legacy Code
- Brand
- Product CEST
- Product NCM
- Entry Unit Measurement
- Exit Unit Measurement
- Sale Price
- Purchase Price
- ICMS Base Reduction
- Notes
Action
Write
- Company (ID)
  Required
Action
Write
- Contract ID
  Required
Action
Write
- Department Name / Description
  Required
Action
Search
- Company (ID)
  Required
Action
Search
- Item ID
  Required
Action
Search
- CPF
  Required
Action
Search
- Product ID
- Product Code
- Description
Action
Search

- 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
- Contract Item ID
  Required
- Contract
  Required
- Service
- Company
- User
- Quantity
- Unit Value
- Amount Value (Total)
- Discount Value
- Net Value
- Quantity for NFS-e
- Type
- Alternative Description
- Purchase Order
- Price List
- Notes
Action
Write
- Order ID
  Required
- Company
- Salesman
- Type (Product or Service)
- Status
- Total Value
- Total Discount
- Order Date
- Initial Delivery Date
- Final Delivery Date
- Expiration Date
- Customer
- Payment Condition
- Contract
- Discount Percentage
- Movement Stock?
- Order Code
- Legacy Code
- Notes
- Service Invoice Notes
- Product Invoice Notes
Action
Write
- Person ID
  Required
- Name
- Document (CPF/CNPJ)
- Email
- Phone
- Is Customer?
- Is Supplier?
- Is Employee?
- Is Active?
- Is Foreigner?
- Foreigner Document
- Legacy Code
- Observations
- Access Group
Action
Write
- Product ID
  Required
- Description
- Type (Product or Service)
- Weighable
- Sale Price
- Purchase Price
- ICMS Base Reduction
- Product Code
- ECF Description
- Legacy Code
- Brand
- Product CEST
- Product NCM
- Entry Unit Measurement
- Exit Unit Measurement
- Notes
- Access Group
Action
Write
Create Access Group
Creates a new access group.
Action
Write
- Contract
  Required
- Service
  Required
- Company
  Required
- User
  Required
- Quantity
  Required
- Unit Value
  Required
- Amount Value (Total)
- Discount Value
- Net Value
- Quantity for NFS-e
- Type
- Alternative Description
- Purchase Order
- Price List
- Notes
Action
Write
- Company
  Required
- Salesman
  Required
- Type (Product or Service)
  Required
- Status
  Required
- Total Value
  Required
- Total Discount
  Required
- Order Date
  Required
- Initial Delivery Date
  Required
- Final Delivery Date
- Expiration Date
- Customer
- Payment Condition
- Contract
- Discount Percentage
- Movement Stock?
- Order Code
- Legacy Code
- Notes
- Service Invoice Notes
- Product Invoice Notes
Action
Write
- Name
  Required
- Document (CPF/CNPJ)
  Required
- Access Group URI
  Required
- Email
- Phone
- Is Customer?
- Is Supplier?
- Is Employee?
- Is Active?
- Is Foreigner?
- Foreigner Document
- Legacy Code
- Observations
Action
Write
- Name
  Required
- CPF
  Required
- Access Group URI
  Required
- Email
- Phone
- Birth Date
- Gender
- Is Customer?
- Is Supplier?
- Is Employee?
- Is Active?
- Observations
- Legacy Code
- Is Foreigner?
- Foreigner Document
Action
Write
- Person ID
  Required
Action
Write
- Person ID
  Required
Action
Write
- Contract ID
- Contract Code
- Company (URI)
- Person ID
- Status (Code)
Action
Search
- CNPJ
  Required
Action
Search
- Order ID
- Order Code
Action
Search
- Person ID
- Document (CPF/CNPJ)
Action
Search
- Person ID
  Required
Action
Search
- Ticket ID
- Document Number
- Status (Code)
- Company (URI)
Action
Search

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

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

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

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 FoxManager 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 FoxManager 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 FoxManager

FoxManager is an ERP unifying Accounting, Inventory, Finance and CRM. Connect your favorite apps to automate workflows and boost productivity.

HelpHelp