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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 "Answer Questions" in GrowPath.

You’re connected!

Zapier seamlessly connects Plumsail Documents and GrowPath, 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
Correspondence Changed
Triggers when a correspondence (request) is created or updated in GrowPath, including when attachments are added, modified, or removed.
Trigger
Instant
Try It
New Mail Merge Attachment
Triggers when a mail merge document is created in GrowPath, including when "redo mail merge" is used.
Trigger
Instant
Try It
Note Changed
Triggers when a note is created, updated, or deleted in a matter in GrowPath.
Trigger
Instant
Try It
Time Entry Changed
Triggers when a billable time entry is created or updated in a matter in GrowPath.
Trigger
Instant
Try It
- Attachment ID
  Required
Action
Write
- Company ID
  Required
Action
Write
- Date Of Incident
- Matter Type ID
  Required
- Matter Status ID
  Required
- Claimant ID
  Required
Action
Write
- Matter ID
  Required
- Involved Party, Provider or Policy ID
- Correspondence Type ID
  Required
- Request Channel Type (optional)
- Sent On (optional)
- Last Follow Up (optional)
- Due On (optional)
- Received On (optional)
- Service Representative Name (optional)
- Responsible Staff (optional)
- External Record Identifier (optional)
Action
Write
- Matter ID
  Required
- Body
  Required
- Topic ID
  Required
Action
Write
- Matter Involvement ID
  Required
Action
Write
- Matter ID
  Required
- Matter Status
- State of Incident
- State of Jurisdiction
- Encounter Source
- Marketing Source
- Language
- Matter Tags
- Paralegal
- Intaker
Action
Write
- Note ID
  Required
- Topic ID
- Body
Action
Write
- Request ID
  Required
- Involved Party, Provider or Policy ID
- Correspondence Type ID
- Request Channel Type
- Sent On
- Last Follow Up
- Due On
- Received On
- Service Representative Name
- Responsible Staff ID
- External Record Identifier
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
- Matter Type ID
Action
Search
- Name
  Required
Action
Search
- Note Topic Name
- Matter Type ID
Action
Search
- Name
  Required
Action
Search
- Name
- Email
- Phone Number
- Staff
Action
Search
- Matter ID
  Required
- Completed
- Open Cases
- Case Involving Staff ID
- Responsible User ID
- Practice Area
- Case Type ID
- Request Channel ID
- Case Status ID
- Sent On
- Due On
- Latest Follow Up On
- Received On
- Created On or After
- Created On or Before
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
Ledger Changed
Triggers when a ledger entry is created, updated, or deleted in a matter in GrowPath.
Trigger
Instant
Try It
Matter Changed
Triggers when a matter (intake or case) is changed in GrowPath.
Trigger
Instant
Try It
- BaseHost
Trigger
Instant
Try It
- Value
- Matter ID
  Required
- Questionnare
  Required
- Question
  Required
- Option ID
Action
Write
- Company Name
  Required
- Company Aka
  Required
- Phone Type
  Required
- Phone Number
  Required
- Mailing Address Type
- Street Address
- City
- State
- Zip Code
- Email Address Type
  Required
- Email
  Required
- monday Start Time
- monday End Time
- tuesday Start Time
- tuesday End Time
- wednesday Start Time
- wednesday End Time
- thursday Start Time
- thursday End Time
- friday Start Time
- friday End Time
- saturday Start Time
- saturday End Time
- sunday Start Time
- sunday End Time
Action
Write
- Intake Encounter Source ID
- Marketing Source ID
- Intaker ID
- Paralegal ID
- Date Of Incident
- Referred By
- State Of Incident
- SOL Date
- Matter Type ID
  Required
- Matter Status ID
  Required
- Claimant Name
  Required
- Claimant Middle Name
- Claimant Last Name
  Required
- Claimant Type
  Required
- Mailing Address Type
- Street Address
- City
- State
- Zip Code
- Email Address Type
  Required
- Email
  Required
- Phone Type
  Required
- Claimant Phone
  Required
Action
Write
- Matter ID
  Required
- Involvee ID (Person/Entity)
  Required
- Description
- Adversarial
- Incident Involvement Type ID
- Staff Involvement Type ID
- Party Involvement Type ID
- Provider Involvement Type ID
Action
Write
- Matter ID
  Required
- Ledger Type
  Required
- Person ID
- Company ID
- Amount
  Required
Action
Write
- Matter ID
  Required
- Name
  Required
- Due Date
  Required
- Assignee (Staff Member)
  Required
- Completed Date
- Ignore or N/A
- Comment
Action
Write
- Prefix
- First Name
  Required
- Last Name
  Required
- Suffix
- Date of Birth
- Race
- Gender
- Marital Status
- Languages
- Mailing Address Type
- Street Address
- City
- State
- Zip Code
- Phone Type Id
  Required
- Number
  Required
- Email Address Type
  Required
- Email
  Required
Action
Write
- Matter Involvement ID
  Required
- Description
- Adversarial
- Incident Involvement Type ID
- Staff Involvement Type ID
- Party Involvement Type ID
- Provider Involvement Type ID
Action
Write
- Person ID
  Required
- Prefix
- First Name
- Last Name
- Suffix
- Date of Birth
- Race
- Gender
- Marital Status
- Languages
- Mailing Address Type
- Street Address
- City
- State
- Zip Code
- Phone Type Id
- Number
- Email Address Type
- Email
Action
Write
- Correspondence ID
  Required
- Category ID
- File
  Required
- Subject
- Date of Document
- Transcript
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- Entity ID
- Email
- Phone Number
Action
Search
- Name
  Required
- For Intake
Action
Search
- Matter ID
  Required
- Body Text
Action
Search
- Name
  Required
Action
Search
- Questionnaire ID
  Required
- Name
  Required
Action
Search
- Request ID
  Required
- Matter ID
Action
Search
- Name
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect Plumsail Documents and GrowPath 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 GrowPath 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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Documents

About GrowPath

GrowPath is a legal case management platform that manages both intakes and cases.

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