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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 a Clerk" in Property Inspect.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Property Inspect, 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
Client Created
Triggers when a client is created.
Trigger
Instant
Try It
Client Updated
Triggers when a client is updated.
Trigger
Instant
Try It
Inspection Closed
Triggers when an inspection is closed.
Trigger
Instant
Try It
Inspection Confirmed
Triggers when an inspection's conduct date is confirmed.
Trigger
Instant
Try It
Inspection Submitted for Review
Triggers when an inspection is submitted for managerial review.
Trigger
Instant
Try It
Property Created
Triggers when a property is created.
Trigger
Instant
Try It
Property Updated
Triggers when a property is updated.
Trigger
Instant
Try It
Typist Assigned
Triggers when a typist is assigned to an inspection.
Trigger
Instant
Try It
Inspection Offered to Workstreams Supplier
Triggers when an inspection in the Workstreams network is offered to a supplier.
Trigger
Instant
Try It
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Name
  Required
- Email
  Required
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Send login details to new user
Action
Write
- Inspection ID
  Required
- Message
  Required
- Audience
  Required
Action
Write
- Inspection ID
  Required
- Name
  Required
- Type
  Required
- Email
- Phone
- Reference
- Signee?
Action
Write
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
- Inspection Date
  Required
Action
Write
- Address Line 1
  Required
- Address Line 2
- City
  Required
- County / State
- Postcode / Zip
  Required
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Type
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Property ID
  Required
- Name
  Required
- Type
  Required
- Email
- Phone
- Reference
- Signee?
Action
Write
- Property ID
  Required
- Tag
  Required
Action
Write
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search
- Property ID
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Address Line 1
  Required
- Address Line 2
- Postcode
Action
Search
- Email Address
  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
Action Report Created
Triggers when a Action Report is created.
Trigger
Instant
Try It
Client Deleted
Triggers when a client is deleted.
Trigger
Instant
Try It
Inspection Cancelled
Triggers when an inspection is cancelled.
Trigger
Instant
Try It
Inspection Completed
Triggers when an inspection is completed.
Trigger
Instant
Try It
Inspection Created
Triggers when an inspection is created.
Trigger
Instant
Try It
Inspection Updated
Triggers when an inspection is updated.
Trigger
Instant
Try It
Property Deleted
Triggers when a property is deleted.
Trigger
Instant
Try It
PDF Generated
Triggers when a PDF is generated.
Trigger
Instant
Try It
Typist Unassigned
Triggers when a typist is unassigned from an inspection.
Trigger
Instant
Try It
- Name
  Required
- Email
  Required
- Role
  Required
Action
Write
- Name
  Required
- Email
  Required
- Company
- Telephone
- Address Line 1
- Address Line 2
- City
- County / State
- Postcode / Zip
- Send login details to new user
Action
Write
- Property ID
  Required
- Inspection Type
  Required
- Conduct Date
  Required
- Clerk ID
- Internal Notes
- Location of Keys
- Template ID
- Time To Complete
- Conduct Date Option
- Reference
- Auto Load Contacts from Property
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
- Self Service Name
- Self Service Email
Action
Write
- Inspection ID
  Required
- Notify contacts of cancellation
- Send cancellation invoice
- Remove tenant contacts from the Inspection and related Property
Action
Write
- Inspection ID
  Required
Action
Write
- Inspection ID
  Required
- Clerk ID
  Required
Action
Write
- Inspection ID
  Required
- Internal Notes
  Required
Action
Write
- Property ID
  Required
- Tag
  Required
Action
Write
- Property ID
  Required
- Custom field name
  Required
- Custom field value
  Required
Action
Write
- Address Line 1
  Required
- Address Line 2
- City
  Required
- County / State
- Postcode / Zip
  Required
- Reference
- Number of Bedrooms
- Number of Bathrooms
- Type
- Detachment
- Furnishing
- Number of Garages
- Has Parking
- Has Garden
- Tag
- Client
- Type
  Required
- Name
  Required
- Email
- Phone
- Signee?
- Notify?
- Deliver?
- SMS?
- Other Label
- Reference
Action
Write
- Offer ID
  Required
Action
Write
- Email Address
  Required
Action
Search
- Inspection ID
  Required
Action
Search
- Name
  Required
Action
Search
- Inspection ID
  Required
- Report PDF Type
Action
Search
- Property ID
  Required
Action
Search
- Name
  Required
Action
Search

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Connect Plumsail Documents and Property Inspect 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 Property Inspect 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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Related categories

Documents

About Property Inspect

Property Inspect is a web and mobile platform for managing and producing property inspections and reports

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