Connect Plumsail Documents and Hellobooks.ai to power AI-driven automation

Creates DOCX document from a template, replacing special {{tokens}} in it with data specified in the Data field.

Fills Out PDF form by provided data.

Get Form from PDF returns fillable form data from PDF as JSON.

This action takes HTML markup, renders it and converts to PDF document.

Takes images and converts them to a PDF document

Takes JSON and converts it to CSV file.

Takes an array of DOCX documents and merge it into single file.

Parse CSV

Takes PDF document and converts it to BMP image.

Takes PDF document and converts it to PNG image.

Add a PDF watermark with customizable settings to a PDF file.

This action takes PPT document and converts it to PPTX.

Regular Expression Match searches for an input string for all occurrences of a regular expression and returns all the matches.

Regular Expression Test indicates whether the regular expression specified in the Regex constructor finds a match in a specified input string. We would recommend to use Regex Hero to test your expressions. It supports the same syntax as actions.

Takes PDF document and splits it.

This action takes XLSX document and converts it to PDF.

Triggers when customer updated.

Triggers when get all customers list.

Triggers when delivery log is read.

Triggers when purchase order list read.

Triggers when quote details is read.

Triggers when single subscription is read.

Triggers when you get vendor.

Triggers when customer address updated.

Triggers when vendor details is updated.

Triggers when vendor contact person details is updated.

Trigger when new customer created

Trigger when new invoice created

Creates payment in system

Trigger when new quote created

Creates new vendor in system

Trigger when Regenerate Secret

Trigger when webhooks updated

Fill merge fields in DOCX document takes a DOCX document with merge fields and replaces them by specified data. The keys in data object should be the same as names of MergeFields (Express block) in document.

Creates HTML from a template, replacing special {{tokens}} in it with data specified in the Data field.

Takes HTML markup, renders it and converts to DOCX document.

Add a HTML watermark with customizable settings to a PDF file.

Add an image watermark with customizable settings to a PDF file

Takes JSON and converts it to XLSX document.

Convert and merge multiple files into a single PDF document.

Get information about PDF protection returns information whether the document is password protected.

Takes PDF document and converts it to JPEG image.

Extract text from PDF takes PDF document and extracts text to Raw or HTML format.

This action takes PPTX document and converts it to PDF.

Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

Regular Expression Replace replaces all strings that match a regular expression pattern with a specified replacement string in a specified input string.

Start the process and return generated document.

Add a text watermark with customizable settings to a PDF file

This action takes XLS document and converts it to XLSX.

Triggers when a subscription list is read.

Triggers when bill details is read.

Triggers when get customer from search.

Triggers when get invoice by search.

Triggers when purchase credit note details is read.

Triggers when get all salesorders.

Triggers when vendor details is fetched.

Triggers when a new invoice is created in Hellobooks.

Triggers when customer contact updated.

Triggers when vendor address details is updated.

Creates new bill in system

Creates new Expense Claims in system

Trigger when new item created

Creates new purchase credit note in system

Trigger when new invoice creditnote created

Trigger when webhook created

Trigger when webhook tested