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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 "Update Group" in Issuetrak.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Issuetrak, 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 Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
- IID of Group To Update
  Required
- Should the Group only allow agents?
- Name
- Phone Number
- Email Address
- SMS Address
- Primary Organization
Action
Write
- User IID
- Groups to add to the user
  Required
Action
Write
- Group IID
- Organizations to add to the group
  Required
- Allow members of the group, with appropriate permissions, to edit Issues in the selected Organizations
  Required
- Allow members of the group to see (in lists) users in the selected Organizations
  Required
Action
Write
- Name
  Required
- Is Internal
  Required
- Site Title
- Contact Person
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write
- User IID
- Organizations to remove from the user
  Required
Action
Write
- IID of User To Update
  Required
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- IID of User To Update
  Required
- Can Login
- Active
- Should the User be an agent?
- First Name
- Last Name
- Display Name
- Phone Number
- Email Address
- SMS Address
- Time Zone
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
- Redirect After Issue Submit
- Home Page
Action
Write
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Match Is Internal On
  Required
- Search Site Title By
  Required
- Search Contact Person By
  Required
- Search Email By
  Required
- Search Phone By
  Required
- Search Address Line One By
  Required
- Search Address Line Two By
  Required
- Search City By
  Required
- Search State By
  Required
- Search Postal Code By
  Required
- Search Web Address By
  Required
- Search Email Domain By
  Required
- Search Reply To Email Name By
  Required
- Search Reply To Email Address By
  Required
- Search Note By
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Issue Class Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Issue Subject By
  Required
- Match Is Open On
  Required
- IssueType IID
- Cause IID
- Class IID
- Location IID
- Organization IID
- Priority IID
- Substatus IID
- Assigned To IID
- Submitted By IID
- Entered By IID
- Next Action IID
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Search Message By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Search Description By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search

- 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 Group
Triggers when a new group is created.
Trigger
Polling
Try It
New User
Triggers when a new user is created.
Trigger
Polling
Try It
- Should this Group be Agent Only?
- Group ID
- Display Name
  Required
- Phone Number
- Email Address
- SMS Address
- Primary Organization
  Required
Action
Write
- User IID
- Groups to remove from the user
  Required
Action
Write
- Group IID
- Organizations to remove from the user
  Required
Action
Write
- User IID
- Organizations to add to the user
  Required
- Allow the user, with appropriate permissions, to edit Issues in the selected Organizations
  Required
- Allow the user to see (in lists) users in the selected Organizations
  Required
Action
Write
- IID of the Organization to update
  Required
- Name
- Is Internal
- Site Title
- Contact Person
- Contact User
- Secondary Contact User
- Tertiary Contact User
- Email
- Phone
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Web Address
- Email Domain
- Reply To Email Name
- Reply To Email Address
- Note
Action
Write
- Can Login
- Should the User be an agent?
- User ID
- First Name
  Required
- Last Name
  Required
- Display Name
  Required
- Phone Number
- Email Address
- SMS Address
- Time Zone
  Required
- Should times displayed to this user respect Daylight Savings Time?
- Address Line One
- Address Line Two
- City
- State
- Zip/Postal Code
- Country
- Primary Organization
  Required
- Redirect After Issue Submit
  Required
- Home Page
  Required
Action
Write
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- IID exactly matches one of
- Search Cause Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Iid exactly matches one of
- Search Name By
  Required
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Match Is Active On
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Project Title By
  Required
- Search Project Code By
  Required
- Manager IID exactly matches one of
- Organization IID exactly matches one of
- Location IID exactly matches one of
- Match Is Open On
  Required
- Category IID exactly matches one of
- Substatus IID exactly matches one of
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- IID exactly matches one of
- ParentIid exactly matches one of
- Search Name By
  Required
- Created By User IID exactly matches one of
- Modified By User IID exactly matches one of
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- Field to search on
  Required
Action
Search
- User IID matches one of
- Search User ID By
  Required
- Primary Organization Iid exactly matches one of
- Search Display Name By
  Required
- Match Is agent On
  Required
- Search First Name By
  Required
- Search Last Name By
  Required
- Search Phone Number By
  Required
- Search Email By
  Required
- Search SMS Address By
  Required
- Search Address Line One By
  Required
- Search Address Line Two By
  Required
- Search City By
  Required
- Search State By
  Required
- Search Zip/Postal Code By
  Required
- Search Country By
  Required
- Match Can Login On
  Required
- Match Active On
  Required
Action
Search

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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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Issuetrak is an operational management platform to help you solve problems, control chaos, and experience less stress.

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