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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 "Clock In" in Jibble.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Jibble, 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 Activity
Triggers when a new activity is created.
Trigger
Polling
Try It
New Clock-In
Triggers when someone clocks-in.
Trigger
Polling
Try It
New Location
Triggers when a new location is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New or Update Client
Triggers when a new client is created or updated.
Trigger
Polling
Try It
New or Update Manual Time Entry
Triggered when manual time entry is added for member
Trigger
Polling
Try It
New or Update Person
Triggers when a new member is added or updated.
Trigger
Polling
Try It
New or Update Activity
Triggers when an activity is created or updated.
Trigger
Polling
Try It
- Person
  Required
- Activity
- Project
- Note
Action
Write
- Name
  Required
- Description
- Code
- Color
Action
Write
- Name
  Required
- Schedule
Action
Write
- Person Id
  Required
- Date
  Required
- Hours
  Required
- Minutes
  Required
- Activity Id
- Project Id
- Note
Action
Write
- Name
  Required
- Code
- Description
- Client
- Location
Action
Write
- Activity
  Required
- Archive Activity
Action
Write
- Group
  Required
- Name
- Schedule
Action
Write
- Project ID
  Required
- Archive Project
Action
Write
- Client Name
  Required
Action
Search
- Group Id
  Required
Action
Search
- Location Id
  Required
Action
Search
- Person Id
  Required
Action
Search
- Start Date
  Required
- End Date
  Required
Action
Search
- Name
  Required
- Description
- Code
- Color
Action
Search or write
- Name
  Required
- Schedule
Action
Search or write
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- Email
  Required
- Full Name
  Required
- Phone Number
- Group
- Schedule
- Code
Action
Search or write
- Name
  Required
- Code
- Description
- Client
- Location
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 Clock-Out
Triggers when someone clocks-out.
Trigger
Polling
Try It
New Client
Triggers when a new client is created.
Trigger
Polling
Try It
New Group
Triggers when a new group is created.
Trigger
Polling
Try It
New Person
Triggers when a new member is added.
Trigger
Polling
Try It
New TimeEntry Record
Triggers when someone clocks-in, clocks-out or go on break.
Trigger
Polling
Try It
New or Update Group
Triggers when a new group is created or updated.
Trigger
Polling
Try It
New or Update Location
Triggers when a new location is created or updated.
Trigger
Polling
Try It
Go on Break
Triggers when someone is on break.
Trigger
Polling
Try It
New or Update Project
Triggers when a project is created or updated.
Trigger
Polling
Try It
- Person
  Required
- Note for Clock out
Action
Write
- Name
  Required
- Code
Action
Write
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Full Name
  Required
- Email
- Phone Number
- Group
- Schedule
- Code
Action
Write
- New Member Email
  Required
- New Member Full Name
  Required
- code
Action
Write
- Client
  Required
- Name
- Code
Action
Write
- Location
  Required
- Name
- Address
- GeoFence radius
- GeoFence units
- Coordinates latitude
- Coordinates longitude
Action
Write
- Activity Name
  Required
Action
Search
- Group Name
  Required
Action
Search
- Location Name
  Required
Action
Search
- Person email
  Required
Action
Search
- Project Name
  Required
Action
Search
- Period
  Required
- Start Date
  Required
- Person
Action
Search
- Name
  Required
- Code
Action
Search or write
- Group Id
  Required
- Name
  Required
- Schedule
Action
Search or write
- Location Id
  Required
- Name
  Required
- Address
  Required
- GeoFence radius
- GeoFence radius units
- Coordinates latitude
- Coordinates longitude
Action
Search or write
- Person Id
  Required
- Full Name
  Required
- Email
- Phone Number
- Group
- Schedule
- Code
Action
Search or write

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Connect Plumsail Documents and Jibble 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

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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

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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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Related categories

Documents

About Jibble

Jibble is a free time & attendance software built to help businesses track time, manage payroll, monitor projects, and boost productivity - all in one platform.