Connect Plumsail Documents and LASSO 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.

Create a new account event status in LASSO

Only use on orders that do not have associated products, or components. Process a CSV file with product codes and quantities to update an order. Example CSV layout (Header must be exact): product_code,quantity,1234,5,5678,10. If the order line item already exists, the quantity will be updated, if different. If the order line item does not exist on the CSV file, it will be deleted from the order in LASSO.

Creates a new client address.

Creates a new client note.

Creates a new Event Note, using the Event Id from a previous step.

Creates a new crew, probably with input from previous steps.

Creates a new division.

Creates a new Event Group.

Create a new event in LASSO

Creates a new Order Group.

Creates a new position (BETA)

Creates a new product_tag.

Creates a new tag.

Update an Existing Invoice Payment.

Update an existing schedule entry in LASSO

Creates a new warehouse.

Finds an account event type by ID or name.

Finds a category.

Finds client contacts based on search criteria.

Finds a Client based on name.

Finds a department give.

Finds an equipment order based on the search criteria.

Finds a Event Position (BETA)

Finds a Event Roles for an Event.

Finds a Event Note using the ID.

Finds a payment based on name.

Finds a subrental (purchase order) by ID or lists subrentals with optional filters. Use the ID from the subrental webhook to fetch full details. A subrental is also referred to as a Purchase Order (PO).

Finds Order Group(s) by search criteria.

Finds a position that matches the search criteria.

Finds a Product Tags given an ID.

Returns all Event records that were updated within the specified date range. If no range is provided, all records updated in the past 24 hours will be returned.

Finds a Venue based on search criteria.

Finds an Account Event Status based on name.

Finds a category.

Finds client contacts based on search criteria.

Finds a Client based on name.

Finds a department give.

Finds an equipment order based on the search criteria.

Finds a Event Position (BETA)

Finds a Event Roles for an Event.

Finds an Order Line Items give an ID.

Finds a product by ID

Finds a Schedule Entry.

Finds a Venue based on search criteria.

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.

Creates a new account event type.

Creates a new category.

Creates a new Client Contact with input from previous steps.

Create a new client in LASSO

Creates a new Invoice Payment.

Creates a new department.

Creates a new equipment order.

Creates a new Event Position (BETA)