Create a new bill, optionally tied to a customer.

Create a new bill, optionally tied to a customer (with line item support).

Creates a new employee.

Adds a new customer.

Creates a new expense using check, cash, or credit card.

Creates a new journal entry.

Adds a new sales receipt (with line item support).

Creates a new purchase order.

Sends an estimate.

Send an existing sales receipt.

Updates an existing bill.

Updates an existing estimate.

Updates an existing product.

Updates an existing sales receipt.

Adds a new vendor.

Void an invoice.

Find an account by name.

Find a customer by name or email address.

Finds a class based on name or ID.

Finds an employee based on display name or ID.

Find products by names (with line item support)

Finds a sales receipt by ID, Customer Name or Sales Receipt Number.

Find a product by name or sku

Finds or creates a specific customer v2.

Finds or creates a specific sales receipt.

Finds or creates a specific vendor.

Takes any file and converts it to PDF. Refer to Plumsail documentation for the list of supported extensions

Compresses and adds files to a ZIP archive.

This action takes DOCX document and converts it to PDF.

Takes EML or MSG file and converts it to PDF

Fill in PDF Form fills out PDF from by provided data.

Fill merge fields in DOCX document takes a DOCX document with merge fields and replaces them by specified data. The keys in data object should be the same as names of MergeFields (Express block) in document.

Creates HTML from a template, replacing special {{tokens}} in it with data specified in the Data field.

Creates XLSX document from a template, replacing special {{tokens}} in it with data specified in the Data field.

Takes HTML markup, renders it and converts to DOCX document.

Takes images and converts them to a PDF document

Takes JSON and converts it to CSV file.

Takes an array of DOCX documents and merge it into single file.

Parse CSV

Takes PDF document and converts it to BMP image.

Takes PDF document and converts it to PNG image.

Add a PDF watermark with customizable settings to a PDF file.

This action takes PPT document and converts it to PPTX.

Regular Expression Match searches for an input string for all occurrences of a regular expression and returns all the matches.

Regular Expression Test indicates whether the regular expression specified in the Regex constructor finds a match in a specified input string. We would recommend to use Regex Hero to test your expressions. It supports the same syntax as actions.

Takes PDF document and splits it.

This action takes XLSX document and converts it to PDF.

Attach a file or files to an entity or add a note to an entity.

Create a new bill, optionally tied to a customer (with line item support).

Creates a new deposit in QuickBooks.

Creates a new credit memo.

Create a new estimate (with line item support).

Creates a new product or service.

Adds a new invoice (with line item and bundle item support).

Creates a new payment, optionally linked to an invoice.

Creates a new refund receipt.