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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 New Fan" in Opendate.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Opendate, 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 Event On-Sale
Triggers when an event goes on-sale in Opendate.
Trigger
Polling
Try It
New Event Published
Triggers when a new event is published in Opendate.
Trigger
Polling
Try It
New Finance Item
Triggers when a new item is added to the Finance section in Opendate
Trigger
Polling
Try It
- Confirm
  Required
Trigger
Polling
Try It
- Confirm
  Required
Trigger
Polling
Try It
- EventID
  Required
- Event Date
- Orders GUID
- Order Qty
- Menu Display Name
- Menu Price
- Food and Beverage Tax
- State Tax
- category
- type
- size
- VenueID
  Required
Action
Write
- Name
  Required
Action
Write
- Tag Name
  Required
- Tag Type
  Required
Action
Write
- confirm
  Required
Action
Search
- Scope
  Required
Action
Search
- Email Address
  Required
Action
Search
- Confirm
  Required
Action
Search
- Start Date
  Required
- End Date
  Required
Action
Search
- Confirm
  Required
Action
Search
- Orders GUID
  Required
Action
Search
- Start Date
  Required
Action
Search
- EventID
- Note Name
Action
Search
- Confirm ID
  Required
Action
Search
- Confirm
  Required
Action
Search
- Event ID
  Required
Action
Search
- fan_ID
  Required
Action
Search
- EventID
  Required
Action
Search
- Eventbrite Event Id
  Required
Action
Search
- confirm
  Required
- Ticket ID
  Required
Action
Search
- Fan ID
  Required
- VenueID
  Required
- Subscribed
  Required
Action
Search
- Name
  Required
Action
Search or write
- EventID
- Event Date
- Event Start Time
- VenueID
- Event Name
  Required
- Operator
- Upside Percentage
- Dollar Amount
- ArtistID
- TeamID
  Required
- Ticket 1 Name
- Ticket 1 Qty
- Ticket 1 Price
- Ticket 2 Name
- Ticket 2 Qty
- Ticket 2 Price
- Ticket 3 Name
- Ticket 3 Qty
- Ticket 3 Price
- Ticket 4 Name
- Ticket 4 Qty
- Ticket 4 Price
- Expense 1 Name
- Expense 1 Amount
- Expense 2 Name
- Expense 2 Amount
- Expense 3 Name
- Expense 3 Amount
- Expense 4 Name
- Expense 4 Amount
- Expense 5 Name
- Expense 5 Amount
- Event has a facility maintenance fee
- Facility Maintenance Fee Amount Per Ticket
- Soft Merch Rate
- Hard Merch Rate
- Does the Offer have a Merch Rate
- Event has a charity deduction
- Charity Deduction Per Ticket
- Income 1 Name
- Income 1 Price
- Income 1 Qty
Action
Search or write
- Fan ID
  Required
- VenueID
  Required
- Subscribed
  Required
- Venue UUID
  Required
- Subscribed
  Required
- First Name
- Last Name
- Email Address
- Phone Number
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
- Date
  Required
Trigger
Polling
Try It
New Event Confirmed
Triggers when a new event is confirmed in Opendate.
Trigger
Polling
Try It
New Finance Category
Triggers when a new Finance Category is created.
Trigger
Polling
Try It
New Inbound Submission
Triggers when a new Inbound submission is created
Trigger
Polling
Try It
New Order
Triggers when a new order is created in Opendate.
Trigger
Polling
Try It
- Venue UUID
  Required
- Subscribed
  Required
- First Name
- Last Name
- Email Address
- Phone Number
Action
Write
- EventID
  Required
- Income
  Required
- Expense Type
  Required
- Activity
  Required
- On Settlement
  Required
- Issued On
  Required
- Payment Method
- ArtistID
- Payee
- Reference Number
- CategoryID
- Description
- Amount
- estimate
- actual
Action
Write
- Event Date
- Event Start Time
- VenueID
- Event Name
  Required
- Operator
- Upside Percentage
- Dollar Amount
- ArtistID
- TeamID
  Required
- Ticket 1 Name
- Ticket 1 Qty
- Ticket 1 Price
- Ticket 2 Name
- Ticket 2 Qty
- Ticket 2 Price
- Ticket 3 Name
- Ticket 3 Qty
- Ticket 3 Price
- Ticket 4 Name
- Ticket 4 Qty
- Ticket 4 Price
- Expense 1 Name
- Expense 1 Amount
- Expense 2 Name
- Expense 2 Amount
- Expense 3 Name
- Expense 3 Amount
- Expense 4 Name
- Expense 4 Amount
- Expense 5 Name
- Expense 5 Amount
- Event has a facility maintenance fee
- Facility Maintenance Fee Amount Per Ticket
- Soft Merch Rate
- Hard Merch Rate
- Does the Offer have a Merch Rate
- Event has a charity deduction
- Charity Deduction Per Ticket
- Income 1 Name
- Income 1 Price
- Income 1 Qty
Action
Write
- Tag ID
  Required
- Taggable ID
  Required
- Taggable Type
Action
Write
- id
Action
Search
- Artist Name
  Required
Action
Search
- EventID
  Required
Action
Search
- Date Filter
- Page Number
Action
Search
- Artist Name
  Required
Action
Search
- Confirm ID
  Required
Action
Search
- Name
  Required
Action
Search
- EventID
  Required
Action
Search
- EventID
Action
Search
- EventID
  Required
Action
Search
- EventID
  Required
Action
Search
- confirm
  Required
Action
Search
- Venue Name
Action
Search
- confirm
  Required
- finance items id
  Required
Action
Search
- Event ID
  Required
Action
Search
- EventID
  Required
- FinanceID
  Required
- FinanceLineItemsID
  Required
- FinanceCategoryID
  Required
- actual
Action
Search
- Orders GUID
  Required
- EventID
  Required
- Event Date
- Order Qty
- Menu Display Name
- Menu Price
- Food and Beverage Tax
- State Tax
- category
- type
- size
- VenueID
  Required
Action
Search or write
- Event Date
  Required
- EventID
  Required
- Orders GUID
- Order Qty
- Menu Display Name
- Menu Price
- Food and Beverage Tax
- State Tax
- category
- type
- size
- VenueID
  Required
Action
Search or write
- EventID
  Required
- FinanceID
  Required
- FinanceLineItemsID
  Required
- FinanceCategoryID
  Required
- actual
- Income
  Required
- Expense Type
  Required
- Activity
  Required
- On Settlement
  Required
- Issued On
  Required
- Payment Method
- ArtistID
- Payee
- Reference Number
- CategoryID
- Description
- Amount
- estimate
Action
Search or write

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Connect Plumsail Documents and Opendate 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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About Opendate

Opendate is the data driven operating system for your venue. Transform how you discover, analyze, and book the best talent for your venue through our industry-leading software and events platform for venues.

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