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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 or Update Single Item " in Loyverse.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Loyverse, 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
Inventory Update
Triggers when a stock updates.
Trigger
Instant
Try It
Receipts Update
Triggers when a receipt gets created or updated.
Trigger
Instant
Try It
- Item ID
- Item Name
  Required
- Reference ID
- Category ID
- Description
- Track Stock
- Sold by Weight
- Primary Supplier ID
- Tax ID
- Form
- Colors
Action
Write
- Receipt Number
  Required
- Receipt Date
- Source
- Employee ID
- Store ID
- ID
  Required
- Quantity
  Required
Action
Write
- Customer ID
- Name
  Required
- Email
- Phone Number
- Address
- City
- Region
- Postal Code
- Country Code
- Customer Code
- Note
- Total Points
Action
Write
- ID
- Name
  Required
- Position
- Stores
- Modifier Options ID
- Modifier Options Name
  Required
- Price
  Required
- Modifier Options Position
  Required
Action
Write
- ID
- Name
  Required
- Contact
- Email
- Phone Number
- Website
- Address 1
- Address 2
- City
- Region
- Postal Code
- Country Code
- Note
Action
Write
- Discount ID
  Required
Action
Write
- POS Device ID
  Required
Action
Write
- Customer ID
  Required
Action
Write
- Supplier ID
  Required
Action
Write
- Variant ID
  Required
Action
Write
- Store ID
- Show Deleted
Action
Search
- Categories ID
Action
Search
- Employee IDs
- Created At Minimum
- Created At Maximum
- Updated At Minimum
- Updated At Maximum
- Limit
- Cursor
Action
Search
- Modifier IDs
- Created At Minimum
- Created At Maximum
- Updated At Minimum
- Updated At Maximum
- Limit
- Cursor
Action
Search
- Item ID
- Created At Min
- Created At Max
- Updated At Min
- Updated At Max
- limit [1...250]
- cursor
- Show Deleted
Action
Search
- Receipt Number
- Since Receipt Number
- Before Receipt Number
- Store Id
- Order
- Source
- Update at min
- Update At Max
- Create At Min
- Created At Max
- Limit
- Cursor
Action
Search
- Created at Minimum
- Created at Maximum
- Updated at Minimum
- Updated at Maximum
- Show Deleted
- Store ID
Action
Search
- Supplier IDs
- Limit
- Cursor
Action
Search
- store
Action
Search
- Customer ID
  Required
Action
Search
- Employee ID
  Required
Action
Search
- Modifier ID
  Required
Action
Search
- Receipt Number
  Required
Action
Search
- Store ID
  Required
Action
Search
- Tax ID
  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
Customer Update
Triggers when a customer is updated.
Trigger
Instant
Try It
Items Update
Triggers when an item is updated.
Trigger
Instant
Try It
Shifts Create
Triggers when a shift is created and synced to the Back Office.
Trigger
Instant
Try It
- Store ID
  Required
- Receipt Date
- Order
- Customer ID
- Source
- Discounts ID
- percentage
- Money Amount
- Scope
- Variant ID
- Quantity
- Price
- Cost
- Payment ID
Action
Write
- Category ID
- Name
  Required
- Color
Action
Write
- ID
- Type
  Required
- Name
  Required
- Discount Amount
- Discount Percent
- Stores
- Restricted Access
Action
Write
- ID
- Name
  Required
- Store ID
  Required
Action
Write
- ID
- Type
- Name
  Required
- Rate
  Required
- Stores
Action
Write
- Modifier ID
  Required
Action
Write
- Category ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Tax ID
  Required
Action
Write
- Variant ID
  Required
- Store ID
  Required
- Stock After
  Required
Action
Write
- POS Device ID
  Required
Action
Search
- Created at Minimum
- Created at Maximum
- Updated at Minimum
- Updated at Maximum
Action
Search
- Store IDs
- Variant IDs
- Update At Minimum
- Updated At Maximum
- Limit
- Cursor
Action
Search
- email
- Created at Minimum
- Created at Maximum
- Updated at Minimum
- Updated at Maximum
- Limit
- Cursor
Action
Search
- Created at Minimum
- Created at Maximum
- Updated at Minimum
- Updated at Maximum
- Show Deleted
Action
Search
- Store ID
- Created at Minimum
- Created at Maximum
- Limit
- Cursor
Action
Search
- Created at Minimum
- Created at Maximum
- Updated at Minimum
- Updated at Maximum
- Show Deleted
Action
Search
- Variant IDs
- Item IDs
- SKU
- Created At Minimum
- Created At Maximum
- Updated At Minimum
- Updated At Maximum
- Limit
- Cursor
Action
Search
- Category ID
  Required
- Name
- Color
- Created At
- Deleted At
Action
Search
- Discount ID
  Required
- Type
- Name
- Discount Amount
- Discount Percent
- Stores
- Created At
- Updated At
Action
Search
- Item Id
  Required
Action
Search
- Payment Type ID
  Required
Action
Search
- Shift ID
  Required
Action
Search
- Supplier ID
  Required
Action
Search
- Variant ID
  Required
Action
Search

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

Learn about AI automation

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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About Loyverse

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