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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 "Add to List" in NinjaPipe.

You’re connected!

Zapier seamlessly connects Plumsail Documents and NinjaPipe, 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
Budget Created
When a new budget is created.
Trigger
Instant
Try It
Budget Expense Created
When a new expense is added to a budget.
Trigger
Instant
Try It
New Company
When a new company is created.
Trigger
Instant
Try It
Company Updated
When company details change.
Trigger
Instant
Try It
New Contact
When a new contact is created.
Trigger
Instant
Try It
Lead Converted
When a contact becomes a customer.
Trigger
Instant
Try It
Contact Added to List
When a contact is added to a list.
Trigger
Instant
Try It
Databin Received
When a new payload hits a databin webhook.
Trigger
Instant
Try It
Deal Stage Changed
When a deal moves to a different stage.
Trigger
Instant
Try It
Deal Won
When a deal is won.
Trigger
Instant
Try It
Any Event (Advanced)
Receives all NinjaPipe webhook events for this workspace. Add a Filter step to match
Trigger
Instant
Try It
Invoice Overdue
When an invoice is overdue.
Trigger
Instant
Try It
Invoice Sent
When an invoice is sent.
Trigger
Instant
Try It
Order Updated
When order details change.
Trigger
Instant
Try It
Pipeline Item Lost
When a pipeline item is lost.
Trigger
Instant
Try It
Pipeline Item Won
When a pipeline item is won.
Trigger
Instant
Try It
Document Signing Completed
When a DocSign envelope is fully completed.
Trigger
Instant
Try It
Document Viewed
When a recipient opens the signing page.
Trigger
Instant
Try It
New Subtask
When a subtask is created.
Trigger
Instant
Try It
Subtask Updated
When a subtask is updated.
Trigger
Instant
Try It
New Task
When a task is created.
Trigger
Instant
Try It
Task Updated
When a task is updated.
Trigger
Instant
Try It
- List ID
  Required
- Contact ID
- Company ID
Action
Write
- First name
  Required
- Last name
- Email
  Required
- Phone
- Organization
- Address
- State
- Zip
- Country
- Timezone
- Currency
- Industry
- Company Size
- Position
- Instagram Username
- Facebook Username
- Twitter Handle
- Phone Code
Action
Write
- Pipeline ID
  Required
- Stage ID
  Required
- Title
  Required
- Item type
- Priority
- Subtitle
- Description
- Reference ID (UUID)
- Value
- Assigned to (account UUID or email)
- Due date (YYYY-MM-DD)
- Tags (comma-separated)
- Company label
- Phone
- Email
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- First name
- Last name
- Email
- Phone
- Status
- Owner ID (account UUID)
- Company ID
Action
Write
- Pipeline ID
  Required
- Pipeline item ID
  Required
- Title
- Subtitle
- Description
- Stage ID
- Item type
- Reference ID
- Priority
- Value
- Assigned to
- Due date (YYYY-MM-DD)
- Tags (comma-separated)
- Company label
- Phone
- Email
Action
Write
- Company ID
- Search
Action
Search
- Deal ID
- Search
Action
Search

- 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
- Add page break
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 Booking
When a booking is created from a booking page.
Trigger
Instant
Try It
Budget Exceeded
When expenses exceed the budget.
Trigger
Instant
Try It
Budget Income Created
When income is added to a budget.
Trigger
Instant
Try It
Company Added to List
When a company is added to a list.
Trigger
Instant
Try It
Contact Assigned
When a contact is assigned to a team member.
Trigger
Instant
Try It
Contact Deleted
When a contact is deleted (API).
Trigger
Instant
Try It
Lead Qualified
When a contact becomes qualified.
Trigger
Instant
Try It
Contact Updated
When contact details change.
Trigger
Instant
Try It
New Deal
When a new deal is created.
Trigger
Instant
Try It
Deal Updated
When deal details change.
Trigger
Instant
Try It
Form Submitted
When a form receives a submission.
Trigger
Instant
Try It
Invoice Created
When an invoice is created.
Trigger
Instant
Try It
Invoice Paid
When an invoice is paid (partial or full).
Trigger
Instant
Try It
New Order
When a new order is created.
Trigger
Instant
Try It
Pipeline Item Created
When a new pipeline item is added.
Trigger
Instant
Try It
Pipeline Item Updated
When a pipeline item is updated.
Trigger
Instant
Try It
Pipeline Stage Changed
When a pipeline item moves stage.
Trigger
Instant
Try It
Document Signed
When a recipient signs (partial).
Trigger
Instant
Try It
Subtask Completed
When a subtask is completed.
Trigger
Instant
Try It
Subtask Unchecked
When a subtask is unchecked.
Trigger
Instant
Try It
Task Completed
When a task is completed.
Trigger
Instant
Try It
Task Unchecked
When a task is unchecked.
Trigger
Instant
Try It
User Joined Workspace
When a user accepts a workspace invite.
Trigger
Instant
Try It
- Company name
  Required
- Industry
- Website
- Phone
- Email
- Status
- Owner ID (account UUID)
Action
Write
- Deal name
  Required
- Value
- Status
- Owner ID (account UUID)
- Contact ID
- Company ID
Action
Write
- Project ID
  Required
- Title
  Required
- Description
- Status
- Priority
- Due date (YYYY-MM-DD)
- Estimated hours
- Actual hours
- Tags (comma-separated)
- Parent task ID
Action
Write
- Company ID
  Required
- Company name
- Industry
- Website
- Phone
- Email
- Status
- Owner ID
Action
Write
- Deal ID
  Required
- Deal name
- Value
- Status
- Owner ID
- Contact ID
- Company ID
Action
Write
- Project ID
  Required
- Task ID
  Required
- Title
- Description
- Status
- Priority
- Due date (YYYY-MM-DD)
- Estimated hours
- Actual hours
- Tags (comma-separated)
- Parent task ID
- Order index
Action
Write
- Contact ID
- Email
- Search
Action
Search

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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

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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 NinjaPipe

NinjaPipe is a CRM for businesses to manage their contacts, data and team.

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