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Choose a Trigger

Choose an Action

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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 "Create Activity" in hublet.

You’re connected!

Zapier seamlessly connects Plumsail Documents and hublet, 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
New Applicant
Triggers when a new applicant is created.
Trigger
Polling
Try It
New Case
Triggers when a new case is created.
Trigger
Polling
Try It
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
- Owner
  Required
- Activity Type
- Subject
  Required
- Detail
Action
Write
- Subject
  Required
- Owner
  Required
- Detail
- Company ID
- Contact ID
Action
Write
- Name
  Required
- Owner
  Required
- Website
Action
Write
- Subject
  Required
- Owner
  Required
- Notes
- Contact ID
- Company ID
Action
Write
- VIN
  Required
- Distance
  Required
Action
Write
- Activity ID
  Required
Action
Write
- Activity ID
  Required
- Owner
- Status
- Subject
- Detail
- Start Date
- Due Date
- End Date
- Company ID
- Contact ID
- Related Lead ID
- Related Project ID
- Related Case ID
Action
Write
- Case ID
  Required
- Company ID
- Contact ID
- Owner
- Status
- Name
- Details
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Company ID
- Owner
- Type
Action
Write
- Project ID
  Required
- Company ID
- Contact ID
- Owner
- Status
- Name
Action
Write
- Applicant Name
  Required
Action
Search
- Case ID
  Required
Action
Search
- Checklist ID
  Required
Action
Search
- Company ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Lead ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- VIN
  Required
Action
Search
- Case Subject
  Required
- Subject
  Required
- Owner
  Required
- Detail
- Company ID
- Contact ID
Action
Search or write
- Company Name
  Required
- Name
  Required
- Owner
  Required
- Website
Action
Search or write
- Lead Subject
  Required
- Subject
  Required
- Owner
  Required
- Notes
- Contact ID
- Company ID
Action
Search or write

- 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
New Activity
Triggers when a new activity as added.
Trigger
Polling
Try It
New Candidate
Triggers when a new candidate is created.
Trigger
Polling
Try It
New Checklist
Triggers when a new checklist is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Owner
  Required
- Position
Action
Write
- Name
  Required
- Owner
  Required
- Template
- Date
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Owner
  Required
- Type
  Required
- Email
- Phone
- Company ID
Action
Write
- Subject
  Required
- Owner
  Required
- Contact ID
- Company ID
Action
Write
- VIN
  Required
- Service Type
  Required
- Start Date
  Required
- End Date
- Mileage
- Cost
- Notes
- Status
Action
Write
- Activity ID
  Required
Action
Write
- Applicant ID
  Required
- First Name
- Last Name
- Owner
Action
Write
- Company ID
  Required
- Company Name
- Owner
- Website
Action
Write
- Lead ID
  Required
- Company ID
- Contact ID
- Owner
- Status
- Name
- Notes
- Website
Action
Write
- Applicant ID
  Required
Action
Search
- Candidate ID
  Required
Action
Search
- Case Subject
  Required
Action
Search
- Checklist Name
  Required
Action
Search
- Company Name
  Required
Action
Search
- Contact Name
  Required
Action
Search
- Lead Subject
  Required
Action
Search
- Project Name
  Required
Action
Search
- Applicant Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Phone
- Owner
  Required
- Position
Action
Search or write
- Checklist Name
  Required
- Name
  Required
- Owner
  Required
- Template
- Date
  Required
Action
Search or write
- Contact Name
  Required
- First Name
  Required
- Last Name
  Required
- Owner
  Required
- Type
  Required
- Email
- Phone
- Company ID
Action
Search or write
- Project Name
  Required
- Subject
  Required
- Owner
  Required
- Contact ID
- Company ID
Action
Search or write

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Connect Plumsail Documents and hublet 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 hublet integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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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Documents

About hublet

hublet is a operations management system enabling businesses to streamline operations and maximize efficiency.

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