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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 "Create Bill" in Qoyod.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Qoyod, 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 Credit Note
Triggered when a new credit note is created
Trigger
Polling
Try It
New Debit Note
Trigger when a new debit note is created
Trigger
Polling
Try It
New Manual Journal Entry
Triggers when a Manual Journal Entry is created
Trigger
Polling
Try It
New Project
Triggers when a new project is created
Trigger
Polling
Try It
New Quotation
Triggers when a new quotation is created
Trigger
Polling
Try It
New Stock Change
Lists all recently changed products
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is created
Trigger
Polling
Try It
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product Id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
- Receipt Reference
  Required
- Receipt Amount
  Required
- Receipt Date
  Required
- Account ID
  Required
Action
Write
- Name
  Required
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product ID
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
  Required
- Date
  Required
- debit
  Required
- credit
  Required
- Comment
- Account id
  Required
Action
Write
- SKU
  Required
- Arabic Name
  Required
- English Name
  Required
- Tax
  Required
- Category
- Unit
- Description
- Barcode
- Tracked Product?
  Required
- Purchasable?
  Required
- Purchase Price
- Purchase Account ID
- Sellable?
  Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
Action
Write
- Description
- Issue Date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product ID
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
Action
Write
- Reference
  Required
- Name
  Required
- Description
- Due on
- Status
  Required
- Private
  Required
- Priority
- User
- Project
Action
Write
- Customer Name
- Phone Number
- email
Action
Search
- Name
  Required
- Phone Number
- Email
Action
Search
- Product ID
- SKU
  Required
- Arabic Name
  Required
- English Name
  Required
- Tax
  Required
- Category
- Unit
- Description
- Barcode
- Tracked Product?
  Required
- Purchasable?
  Required
- Purchase Price
- Purchase Account ID
- Sellable?
  Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
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
New Bill
Triggers when a bill is created
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created
Trigger
Polling
Try It
New Invoice
triggers when a new invoice is created
Trigger
Polling
Try It
New Product
New Product is created
Trigger
Polling
Try It
New Purchase Order
Triggers when a new Purchase Order is created
Trigger
Polling
Try It
New Receipt
Triggers when a receipt is created
Trigger
Polling
Try It
New Task
Triggers when a new task is created
Trigger
Polling
Try It
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product Id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due date
  Required
- Customer id
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive
  Required
- Receipt Reference
  Required
- Receipt Amount
  Required
- Receipt Date
  Required
- Account ID
  Required
Action
Write
- Description
- Issue Date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
Action
Write
- Reference
  Required
- Name
  Required
- description
- Due on
- Status
- Private
  Required
- User
Action
Write
- Reference
  Required
- Amount
  Required
- Date
  Required
- Contact ID
- Kind
  Required
- Account ID
  Required
Action
Write
- Name
  Required
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Write
- Product ID
- Product SKU
Action
Search
- Name
  Required
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Search or write
- Name
  Required
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Search or write

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Connect Plumsail Documents and Qoyod 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 Qoyod 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 Qoyod

Qoyod is an accounting tool focused on supporting small and medium size businesses

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