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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 "Build Workspace" in Octave.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Octave, 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
- Call Prep Agent
  Required
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Enrich Person Agent
  Required
- LinkedIn Profile URL
- Email
- First Name
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Qualify Company Agent
  Required
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Prospector Agent
  Required
- Company Domain
- Limit
- Minimal Response
- Playbook
- Personas
- Fuzzy Titles
- Exact Titles
- Exclude Titles
- Country Filters
- Country Exclude Filters
- Location Filters
- Location Exclude Filters
- Additional Inputs (JSON)
Action
Write
- Agent
  Required
- Callback URL
  Required
- Experiment OId
- Company Domain
- Company Name
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- URL
- Language
- Output Format
- Runtime Context (JSON)
- Runtime Instructions (JSON)
Action
Write
- Competitors (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Name
  Required
- Description
- Agent Type
  Required
- Run Strategy
  Required
- Agent OIds (comma-separated)
  Required
- Weights (JSON Array, required for WEIGHTED strategy)
Action
Write
- Personas (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
- Playbook OId
Action
Write
- Product OId
  Required
- Description
  Required
- Key Insight
  Required
- Name
- Type
- Context
- Persona OIds (JSON Array)
- Use Case OIds (JSON Array)
- Create Templates
- Model
- Additional Context Sources (JSON)
Action
Write
- Name
  Required
- Type
- Description
- Summary
- Internal Name
- Primary URL
- Capabilities (JSON Array)
- Challenges Addressed (JSON Array)
- Customer Benefits (JSON Array)
- Differentiated Value (JSON Array)
- Status Quo (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Product OId
  Required
- Name
- Type
- Description
- Summary
- Internal Name
- Primary URL
- Capabilities (JSON Array)
- Challenges Addressed (JSON Array)
- Customer Benefits (JSON Array)
- Differentiated Value (JSON Array)
- Status Quo (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- ProofPoints (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Name
  Required
- Internal Name
- Description
- Primary Offering
- How They Make Money
- How They Use Product
- How They Benefit From Product
- How We Impacted Their Business (JSON Array)
- Key Stats (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product Names or IDs
Action
Write
- Reference OId
  Required
- Name
- Description
- Internal Name
- Email Snippets (JSON Array)
- How They Benefit From Product
- How They Make Money
- How They Use Product
- How We Impacted Their Business (JSON Array)
- Key Stats (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Segments (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Name
  Required
- Primary Offering
- Description
- Summary
- Internal Name
- Primary URL
- Business Drivers (JSON Array)
- Desired Outcomes (JSON Array)
- Scenarios (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- UseCase OId
  Required
- Name
- Description
- Summary
- Internal Name
- Primary URL
- Business Drivers (JSON Array)
- Desired Outcomes (JSON Array)
- Scenarios (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Competitor OID
  Required
Action
Search
- Persona OID
  Required
Action
Search
- Playbook OID
  Required
Action
Search
- Product OID
  Required
Action
Search
- ProofPoint OID
  Required
Action
Search
- Reference OID
  Required
Action
Search
- Segment OID
  Required
Action
Search
- UseCase OID
  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
- Workspace: Name
  Required
- Workspace: URL
- Workspace: Add Existing Users
- Workspace: Agent OIds (JSON Array)
- Offering: Name
  Required
- Offering: Differentiated Value
  Required
- Offering: Status Quo
- Offering: Additional URLs (JSON Array)
- Offering: References (JSON Array)
- Runtime Context (JSON)
Action
Write
- Enrich Company Agent
  Required
- Company Domain
  Required
- Company Name
- Runtime Context (JSON)
Action
Write
- Content Agent
  Required
- Experiment OId
- URL
- LinkedIn Profile URL
- Email
- First Name
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
Action
Write
- Qualify Person Agent
  Required
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- Company Domain
- Company Name
- Runtime Context (JSON)
- Additional Inputs (JSON)
Action
Write
- Sequence Agent
  Required
- Experiment OId
- LinkedIn Profile URL
- First Name
- Email
- Job Title
- Company Domain
- Company Name
- Language
- Output Format
- Runtime Context - All Steps
- Runtime Context - Step 1
- Runtime Context - Step 2
- Runtime Context - Step 3
- Runtime Context - Step 4
- Runtime Context - Step 5
- Runtime Context - Step 6
- Runtime Context - Step 7
- Runtime Instructions - All Steps
- Runtime Instructions - Step 1
- Runtime Instructions - Step 2
- Runtime Instructions - Step 3
- Runtime Instructions - Step 4
- Runtime Instructions - Step 5
- Runtime Instructions - Step 6
- Runtime Instructions - Step 7
Action
Write
- Name
  Required
- Primary Offering
- Description
- Internal Name
- Business Model (JSON Array)
- Comparative Strengths (JSON Array)
- Comparative Weaknesses (JSON Array)
- Key Differentiators (JSON Array)
- Reasons We Win (JSON Array)
- Customers We Won (JSON Array)
- Customers We Switched (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- Competitor OId
  Required
- Name
- Description
- Internal Name
- Business Model (JSON Array)
- Comparative Strengths (JSON Array)
- Comparative Weaknesses (JSON Array)
- Key Differentiators (JSON Array)
- Reasons We Win (JSON Array)
- Customers We Won (JSON Array)
- Customers We Switched (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Name
  Required
- Primary Offering
- Description
- Internal Name
- Common Job Titles (JSON Array)
- Key Concerns (JSON Array)
- Key Objectives (JSON Array)
- Pain Points (JSON Array)
- Primary Responsibilities (JSON Array)
- Why They Matter To Us (JSON Array)
- Why We Matter To Them (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- Persona OId
  Required
- Name
- Description
- Internal Name
- Common Job Titles (JSON Array)
- Key Concerns (JSON Array)
- Key Objectives (JSON Array)
- Pain Points (JSON Array)
- Primary Responsibilities (JSON Array)
- Why They Matter To Us (JSON Array)
- Why We Matter To Them (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- Playbook OId
  Required
- Name
- Description
- Key Insight (JSON Array)
- Approach Angle (JSON Array)
- Attributes (JSON Object)
- Custom Fields (JSON Array)
- Differentiated Value (JSON Array)
- Example Description
- Example Domains (JSON Array)
- Explanation
- ICP Concerns (JSON Array)
- ICP Priorities (JSON Array)
- Status Quo (JSON Array)
- Strategic Narrative (JSON Array)
Action
Write
- Products (JSON Array)
  Required
- Status Quo Input
- Differentiated Value Input
Action
Write
- Name
  Required
- Type
  Required
- Primary Offering
- Description
- Internal Name
- How We Talk About This (JSON Array)
- Why This Matters (JSON Array)
- Custom Fields (JSON Array)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- ProofPoint OId
  Required
- Name
- Type
- Description
- Internal Name
- How We Talk About This (JSON Array)
- Why This Matters (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- References (JSON Array)
  Required
- Primary Offering
- Brand Voice
- Linking Strategy
- Product Names or IDs
Action
Write
- Name
  Required
- Primary Offering
- Description
- Data (JSON Object)
- Linking Strategy
- Product OIds (JSON Array, required for SPECIFIC mode)
Action
Write
- Segment OId
  Required
- Name
- Description
- Internal Name
- Firmographics (JSON Object)
- Fit Explanation
- Key Considerations (JSON Array)
- Key Priorities (JSON Array)
- Unique Approach (JSON Array)
- Custom Fields (JSON Array)
Action
Write
- UseCases (JSON Array)
  Required
- Linking Strategy
- Product OIds (JSON Array, for SPECIFIC mode)
- Primary Offering OId
Action
Write
- Return All
- Limit
- Offset
- Query
- Agent Type
- Order By Field
- Order Direction
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Product OID (Filter)
- Playbook OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search
- Return All
- Limit
- Offset
- Text Search
- Text Search Query
- Product OID (Filter)
Action
Search

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Connect Plumsail Documents and Octave 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

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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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