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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 "Add New Contact" in Moon Invoice.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Moon Invoice, 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
- Company
  Required
Trigger
Instant
Try It
Create Expense
Triggers when new expense create.
Trigger
Instant
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Create Payment
Triggers when new payment create.
Trigger
Instant
Try It
Create Project
Triggers when a new project created.
Trigger
Instant
Try It
Create TimeLog
Triggers when new timelog create.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
Update Product
Triggers when a product is updated.
Trigger
Instant
Try It
- Company
  Required
- Company Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile
- Home Phone
- Business Phone
- Reg No.
- Fax
- Tax ID
- Billing Street 1
- Billing Street 2
- Billing Zip
- Billing City
- Billing State
- Billing Country
- Shipping Street 1
- Shipping Street 2
- Shipping Zip
- Shipping City
- State
- Shipping Country
- Currency
- Hourly Rate
- Notes
- Payment Reminder
- Contact Type
- Service Type
Action
Write
- Company
  Required
- Service Type
  Required
- Customer Company Name
  Required
- Estimate No.
  Required
- Currency
- Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Hours
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
Action
Write
- Company
  Required
- Service Type
  Required
- Customer Company Name
  Required
- Invoice No.
  Required
- Currency
- Date
- Due Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Hours
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
Action
Write
- Company
  Required
- Service Type
  Required
- Product Name
  Required
- Product Logo
- SKU
- HSN
- Unit Type
- Default Quantity
- Buy Price
- Sales Price
- Currency
- Inventory
- Notes
Action
Write
- Company
  Required
- Service Type
  Required
- Project Name
  Required
- Customer Company Name
- Default Customer Rate
Action
Write
- Company
  Required
- Service Type
  Required
- Status
Action
Write
- Company
  Required
- Service Type
  Required
- Customer Company Name
  Required
- Estimate No.
  Required
- Currency
- Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Hours
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
- If estimate is not available then create new one?
Action
Write
- Company
  Required
- Service Type
  Required
- Uniqueidentifier
  Required
- Product Name
  Required
- Product Logo
- SKU
- HSN
- Unit Type
- Default Quantity
- Buy Price
- Sales Price
- Currency
- Inventory
- Notes
Action
Write
- Company
  Required
- Email
- Company Name
Action
Search
- Company
  Required
- Product Name
  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
Create Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Create Estimate
Triggers when new estimate create.
Trigger
Instant
Try It
Create Invoice
Triggers when new invoice create.
Trigger
Instant
Try It
Create Product
Triggers when a new product is created.
Trigger
Instant
Try It
Create Task
Triggers when a new task created.
Trigger
Instant
Try It
- Company Name
  Required
- Status
  Required
Trigger
Instant
Try It
Update Invoice
Triggers when a invoice is updated.
Trigger
Instant
Try It
Update Task
Triggers when a task updated.
Trigger
Instant
Try It
- Company
  Required
- Customer
  Required
- Credit Note Number
- Currency
- Date
- Sub Title
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Total Amount
- Item Note
- Tax
- Item Type
- Task name
- Quantity
- Rate
- Discount
- Amount
- Task Notes
- Tax
- Tax Type
- Terms & Conditions
- Notes
- Sub Total
- Total
Action
Write
- Company
  Required
- Expense No.
- Service Type
  Required
- Vendor
  Required
- Currency Code
- Date
- Expense Amount
- Shipping Cost
- Is Recurring
- Recurring Interval
- Recurring Up to
- Description
- Total Amount
Action
Write
- Company
  Required
- Service Type
  Required
- Invoice Uniqueidentifier
  Required
- Amount
  Required
- Date
  Required
- Type
- Note
Action
Write
- Company
  Required
- Service Type
  Required
- Name
  Required
- Default Project / Customer Rate
- Unit Type
- Default Quantity
- Notes
Action
Write
- Company
  Required
- Service Type
  Required
- Date
- TimeLog
- Note
Action
Write
- Company
  Required
- Uniqueidentifier
  Required
- Company Name
  Required
- First Name
  Required
- Last Name
  Required
- Email
- Mobile
- Home Phone
- Business Phone
- Reg No.
- Fax
- Tax ID
- Billing Street 1
- Billing Street 2
- Billing Zip
- Billing City
- Billing State
- Billing Country
- Shipping Street 1
- Shipping Street 2
- Shipping Zip
- Shipping City
- State
- Shipping Country
- Currency
- Hourly Rate
- Notes
- Payment Reminder
- Contact Type
- Service Type
Action
Write
- Company
  Required
- Service Type
  Required
- Customer Company Name
  Required
- Invoice No.
  Required
- Currency
- Date
- Due Date
- Sub Title
- PO
- Shipping Method
- Shipping Cost
- Billing Street1
- Billing Street2
- Billing City
- Billing State
- Billing Country
- Billing Zip
- Shipping Street1
- Shipping Street2
- Shipping City
- Shipping State
- Shipping Country
- Shipping Zip
- Items Name
- Quantity
- Item Rate
- Discount
- Discount Type
- Total Amount
- Item Note
- Task name
- Hours
- Rate
- Discount
- Discount Type
- Amount
- Task Notes
- Terms & Conditions
- Notes
- Deposite
- Sub Total
- Discount
- Total
- If Invoice is not available then create new one?
Action
Write
- Uniqueidentifier
  Required
- Company
  Required
- Service Type
  Required
- Project Name
  Required
- Customer Company Name
- Default Customer Rate
Action
Write
- Company
  Required
- Number
  Required
Action
Search
- Company
  Required
- Project Name
  Required
Action
Search

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Connect Plumsail Documents and Moon Invoice 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 Moon Invoice 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 Moon Invoice

Moon Invoice is invoicing app providing invoice functionality to users.

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