Connect Plumsail Documents to InventoryBase and automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from Plumsail Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Plumsail Documents, a trigger could be "Process Finished."

A trigger is the event that kicks off your automated workflow.

Setup an action from InventoryBase

An action is what takes place after the automation is triggered. For example, with InventoryBase, the action could be "Create a Clerk."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Plumsail Documents to InventoryBase

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Triggers and actions are the main components of every automated workflow.

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Choose a Trigger

Start here

Start here

Choose an Action

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
Action Report Created
Triggers when a Action Report is created.
Trigger
Instant
Try It
Client Deleted
Triggers when a client is deleted.
Trigger
Instant
Try It
Inspection Cancelled
Triggers when an inspection is cancelled.
Trigger
Instant
Try It
Inspection Completed
Triggers when an inspection is completed.
Trigger
Instant
Try It

Inspection Created
Triggers when an inspection is created.
Trigger
Instant
Try It
Inspection Updated
Triggers when an inspection is updated.
Trigger
Instant
Try It

Property Deleted
Triggers when a property is deleted.
Trigger
Instant
Try It
PDF Generated
Triggers when a PDF is generated.
Trigger
Instant
Try It
Typist Unassigned
Triggers when a typist is unassigned from an inspection.
Trigger
Instant
Try It
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Name
  Required
- Email
  Required
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
Action
Write
- Property ID
  Required
- Inspection Type
  Required
- Conduct Date
  Required
- Clerk ID
- Internal Notes
- Location of Keys
- Template ID
- Time To Complete
- Conduct Date Option
- Reference
- Auto Load Contacts from Property
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Inspection ID
  Required
- Notify contacts of cancellation
- Send cancellation invoice
- Remove tenant contacts from the Inspection and related Property
Action
Write
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
- Clerk ID
Action
Write
- Inspection ID
  Required
- Internal Notes
Action
Write
- Inspection ID
  Required
- Tag
Action
Write
- Inspection ID
  Required
- Custom field name
  Required
- Custom field value
  Required
Action
Write
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Audience
  Required
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Inspection ID
  Required
Action
Write
- Email
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search
- Address Line 1
  Required
- Address Line 2
- Postcode
Action
Search
- Email
  Required
Action
Search

- Process Name
  Required
Action
Write
Client Created
Triggers when a client is created.
Trigger
Instant
Try It
Client Updated
Triggers when a client is updated.
Trigger
Instant
Try It
Inspection Closed
Triggers when an inspection is closed.
Trigger
Instant
Try It
Inspection Confirmed
Triggers when an inspection's conduct date is confirmed.
Trigger
Instant
Try It
Inspection Submitted for Review
Triggers when an inspection is submitted for managerial review.
Trigger
Instant
Try It
Property Created
Triggers when a property is created.
Trigger
Instant
Try It
Property Updated
Triggers when a property is updated.
Trigger
Instant
Try It
Typist Assigned
Triggers when a typist is assigned to an inspection.
Trigger
Instant
Try It
Inspection Offered to Workstreams Supplier
Triggers when an inspection in the Workstreams network is offered to a supplier.
Trigger
Instant
Try It
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Name
  Required
- Email
  Required
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
Action
Write
- Inspection ID
  Required
- Message
  Required
- Audience
  Required
Action
Write
- Inspection ID
  Required
- Name
  Required
- Audience
  Required
- Email
  Required
- Phone
- Reference
- Signee?
Action
Write
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
- Conduct Date
  Required
Action
Write
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Audience
  Required
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Inspection ID
  Required
- Name
  Required
- Audience
  Required
- Email
  Required
- Phone
- Reference
- Signee?
Action
Write
- Inspection ID
  Required
- Tag
Action
Write
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search

Learn how to automate Plumsail Documents on the Zapier blog

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Related categories

Documents

About InventoryBase

Produce professional property inventories, check ins, check outs, interim inspections, building inspections, risk assessments and more.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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