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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 "Create Account" in MILKEE.

You’re connected!

Zapier seamlessly connects Plumsail Documents and MILKEE, 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 Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
Deleted Account
Triggers when an account is deleted.
Trigger
Instant
Try It
Deleted Customer
Triggers when a customer is deleted.
Trigger
Instant
Try It
Deleted Product
Triggers when a product is deleted.
Trigger
Instant
Try It
Deleted Tag
Triggers when a tag is deleted.
Trigger
Instant
Try It
Deleted Tax Rate
Triggers when a tax rate is deleted.
Trigger
Instant
Try It
New Entry
Triggers when a new entry is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Entry
Triggers when a new accounting entry is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Time Track
Triggers when a new time track entry is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
New Time Track
Triggers when a new time track is created.
Trigger
Polling
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
Updated Entry
Triggers when an accounting entry is updated.
Trigger
Instant
Try It
Updated Project
Triggers when a project is updated.
Trigger
Instant
Try It
Updated Task
Triggers when a task is updated.
Trigger
Instant
Try It
Updated Time Track
Triggers when a time track entry is updated.
Trigger
Instant
Try It
- Company Name
  Required
- Contact Name
- Email
- Phone
- Street
- ZIP/Postal Code
- City
- Country
- Website
- Default Hourly Rate
- Tax Rate ID
Action
Write
- Product Name
  Required
- Description
- Price
- Unit
Action
Write
- Name
  Required
- Color
  Required
Action
Write
- Tax Rate Name
  Required
- Account ID
  Required
- Name on Documents
- Tax Rate %
- Saldo Rate %
- Field Number
- Is Acquisition Tax
- Acquisition Account ID
- Archived
Action
Write
- Account Name
- Account Number
- Account Type
Action
Search
- Company Name
  Required
Action
Search
- Product Name
- Archived
Action
Search
- Name
  Required
Action
Search
- Tax Rate Name
- Archived
Action
Search
- Account Name
  Required
- Account Number
  Required
- Account Type
  Required
- IBAN
- Is Primary Bank Account
Action
Search or write
- Entry Type
- Customer ID
- Project ID
- Description
- Billable
- Locked
- Tax Rate ID
- Account ID
- Tag ID
- Date
  Required
- Debit Account ID
  Required
- Credit Account ID
  Required
- Amount
- Entry Number
- Entry Group ID
- Tag IDs
Action
Search or write
- Project Name
  Required
- Customer ID
- Archived
- New Customer Name
- Project Type
- Budget
- Hourly Rate
Action
Search or write
- Task Title
  Required
- Project ID
  Required
- Status
- Due Date
  Required
- Description
- Planned Hours
Action
Search or write
- Project ID
  Required
- Customer ID
- Task ID
- Description
- Billable
- Status
- Hours
  Required
- Minutes
  Required
- Date
  Required
- Hourly Rate
- Start Time
- End Time
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 Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
Try It
Deleted Entry
Triggers when an accounting entry is deleted.
Trigger
Instant
Try It
Deleted Project
Triggers when a project is deleted.
Trigger
Instant
Try It
Deleted Task
Triggers when a task is deleted.
Trigger
Instant
Try It
Deleted Time Track
Triggers when a time track entry is deleted.
Trigger
Instant
Try It
New Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Instant
Try It
New Product
Triggers when a new product is created.
Trigger
Instant
Try It
New Tag
Triggers when a new tag is created.
Trigger
Instant
Try It
New Tax Rate
Triggers when a new tax rate is created.
Trigger
Instant
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Tag
Triggers when a new tag is created.
Trigger
Polling
Try It
New Tax Rate
Triggers when a new tax rate is created.
Trigger
Polling
Try It
Updated Account
Triggers when an account is updated.
Trigger
Instant
Try It
Updated Customer
Triggers when a customer is updated.
Trigger
Instant
Try It
Updated Product
Triggers when a product is updated.
Trigger
Instant
Try It
Updated Tag
Triggers when a tag is updated.
Trigger
Instant
Try It
Updated Tax Rate
Triggers when a tax rate is updated.
Trigger
Instant
Try It
- Account Name
  Required
- Account Number
  Required
- Account Type
  Required
- IBAN
- Is Primary Bank Account
Action
Write
- Date
  Required
- Debit Account ID
  Required
- Credit Account ID
  Required
- Description
- Amount
- Entry Number
- Customer ID
- Project ID
- Tax Rate ID
- Billable
- Entry Group ID
- Tag IDs
Action
Write
- Project Name
  Required
- Customer ID
- New Customer Name
- Project Type
- Budget
- Hourly Rate
Action
Write
- Task Title
  Required
- Due Date
  Required
- Project ID
  Required
- Description
- Status
- Planned Hours
Action
Write
- Project ID
  Required
- Hours
  Required
- Minutes
  Required
- Date
  Required
- Description
- Task ID
- Hourly Rate
- Billable
- Start Time
- End Time
Action
Write
- Contact Name
- Customer ID
Action
Search
- Entry Type
- Customer ID
- Project ID
- Description
- Billable
- Locked
- Tax Rate ID
- Account ID
- Tag ID
Action
Search
- Project Name
- Customer ID
- Archived
Action
Search
- Task Title
- Project ID
- Status
Action
Search
- Project ID
- Customer ID
- Task ID
- Description
- Billable
- Status
Action
Search
- Company Name
  Required
- Contact Name
- Email
- Phone
- Street
- ZIP/Postal Code
- City
- Country
- Website
- Default Hourly Rate
- Tax Rate ID
Action
Search or write
- Product Name
  Required
- Archived
- Description
- Price
- Unit
Action
Search or write
- Name
  Required
- Color
  Required
Action
Search or write
- Tax Rate Name
  Required
- Archived
- Account ID
  Required
- Name on Documents
- Tax Rate %
- Saldo Rate %
- Field Number
- Is Acquisition Tax
- Acquisition Account ID
Action
Search or write

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Connect Plumsail Documents and MILKEE 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 MILKEE 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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Documents

About MILKEE

MILKEE is a all in one accounting tool for Swiss Freelancers and small businesses. Do your time tracking, invoicing and accounting all in one software.

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