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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 Admissions Application" in QuickSchools.com.

You’re connected!

Zapier seamlessly connects Plumsail Documents and QuickSchools.com, 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
Updated Parent Custom Fields
Triggers when a parent custom field is updated.
Trigger
Instant
Try It
New Student Record
Triggers when a new student record is created.
Trigger
Instant
Try It
Updated Student Record
Triggers when a student record is updated.
Trigger
Instant
Try It
Updated Teacher Custom Fields
Triggers when a teacher custom field is updated.
Trigger
Instant
Try It
- Subdomain (GROUP SCHOOLS ONLY)
- Include Deleted Parents?
- Additional Fields (Optional)
Trigger
Polling
Try It
- Subdomain (GROUP SCHOOLS ONLY)
Trigger
Polling
Try It
- Subdomain (GROUP SCHOOLS ONLY)
- Include Teachers that Have Resigned?
- Include Deleted Teachers?
- Additional Fields (Optional)
Trigger
Polling
Try It
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Parent/Guardian Name
  Required
- Parent/Guardian Relationship
  Required
- Parent/Guardian Address
- Parent/Guardian City
- Parent/Guardian State
- Parent/Guardian Zip Code
- Parent/Guardian District
- Parent/Guardian Country
- Parent/Guardian Home Phone
- Parent/Guardian Cell Phone
- Parent/Guardian Business Phone
- Parent/Guardian Email Address
- Parent/Guardian Occupation
- Parent/Guardian Other Information
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Parent ID
  Required
- Full Name
- Home Phone
- Cell Phone
- Business Phone
- Email Address
- Address
- City
- State
- Zip Code
- Country
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Section (Course) ID(s)
  Required
- Student ID(s)
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Section (Course) ID
  Required
- Section (Course) Name
- Section (Course) Code
- Credit Hours
- Teacher ID(s)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Custom Field(s)
  Required
- Check Pre-Enrolled Student Records (Optional)
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Sibling Student Number(s)
  Required
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Change Type
  Required
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student ID
  Required
- Filename
  Required
- File
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Deleted Parents?
- Additional Fields (Optional)
Action
Search
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Teachers that Have Resigned?
- Include Deleted Teachers?
- Additional Fields (Optional)
Action
Search
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Students that Have Left?
- Include Deleted Students?
- Additional Fields (Optional)
- Name Format
  Required
- Preferred Name
- Student Number
- Birthdate
- Gender
- Nationality
- Class (Grade Level)
- Advisor (Homeroom Teacher)
- Homeroom Name (Optional)
- Enrollment Date
- Address
- City
- State
- Zip Code
- Country
- Home Phone
- Cell Phone
- Fax
- Email Address
- Medical Problems
- Medication Needs
- Medication Allergies
- Food Allergies
- Other Allergies
- Special Dietary Needs
- Other Medical Information
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 Parent Record
Triggers when a new parent record is created.
Trigger
Instant
Try It
Updated Parent Record
Triggers when a parent record is updated.
Trigger
Instant
Try It
Updated Student Custom Fields
Triggers when a student custom field is updated.
Trigger
Instant
Try It
New Teacher Record
Triggers when a new teacher record is created.
Trigger
Instant
Try It
Updated Teacher Record
Triggers when a teacher record is updated.
Trigger
Instant
Try It
- Subdomain (GROUP SCHOOLS ONLY)
Trigger
Polling
Try It
- Subdomain (GROUP SCHOOLS ONLY)
- Include Students that Have Left?
- Include Deleted Students?
- Additional Fields (Optional)
Trigger
Polling
Try It
- Subdomain (GROUP SCHOOLS ONLY)
- Applicant Full Name
  Required
- Preferred Name
  Required
- Birthdate
  Required
- Gender
  Required
- Application Remarks
  Required
- Contact Number
  Required
- Contact Email Address
  Required
- Current School
  Required
- Current Grade Level
  Required
- Enrollment Date
  Required
- Student Residential Address
- City
- State
- Zip Code
- Home Phone
- Cell Phone
- Fax
- Email Address
- Medical Problems
- Medication Needs
- Medication Allergies
- Food Allergies
- Other Allergies
- Special Dietary Needs
- Other Medical Information
- Custom Field(s)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Parent ID
  Required
- Custom Field(s)
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Class (Grade Level) ID
  Required
- Section (Course) Name
  Required
- Section (Course) Code
  Required
- Credit Hours
  Required
- Teacher ID(s)
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Section (Course) ID
  Required
- Student ID(s)
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Name Format
  Required
- Preferred Name
- Student Number
- Birthdate
- Gender
- Nationality
- Class (Grade Level)
- Advisor (Homeroom Teacher)
- Homeroom Name (Optional)
- Enrollment Date
- Address
- City
- State
- Zip Code
- Country
- Home Phone
- Cell Phone
- Fax
- Email Address
- Medical Problems
- Medication Needs
- Medication Allergies
- Food Allergies
- Other Allergies
- Special Dietary Needs
- Other Medical Information
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student ID
  Required
- Change Type
  Required
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Student Number
  Required
- Name Format
  Required
- Preferred Name
- Birthdate
- Gender
- Nationality
- Class (Grade Level)
- Advisor (Homeroom Teacher)
- Homeroom Name (Optional)
- Enrollment Date
- Address
- City
- State
- Zip Code
- Country
- Home Phone
- Cell Phone
- Fax
- Email Address
- Medical Problems
- Medication Needs
- Medication Allergies
- Food Allergies
- Other Allergies
- Special Dietary Needs
- Other Medical Information
- Check Pre-Enrolled Student Records (Optional)
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Employee Number
  Required
- Employment Date
- Name Format
  Required
- Initials
- Preferred Name
- Title
- Birthdate
- Gender
- Marital Status
- Spouse Full Name
- Nationality
- Social Security
- Room
- Home Address
- City
- State
- Zip Code
- Home Phone
- Cell Phone
- Email Address
- Degree
- Certification
- Experience
- Additional Fields (Optional)
Action
Write
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Students that Have Left?
- Include Deleted Students?
- Additional Fields (Optional)
Action
Search
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Deleted Parents?
- Additional Fields (Optional)
- Student Number
  Required
- Parent/Guardian Name
  Required
- Parent/Guardian Relationship
  Required
- Parent/Guardian Address
- Parent/Guardian City
- Parent/Guardian State
- Parent/Guardian Zip Code
- Parent/Guardian District
- Parent/Guardian Country
- Parent/Guardian Home Phone
- Parent/Guardian Cell Phone
- Parent/Guardian Business Phone
- Parent/Guardian Email Address
- Parent/Guardian Occupation
- Parent/Guardian Other Information
Action
Search or write
- Subdomain (GROUP SCHOOLS ONLY)
- Search Type
  Required
- Include Teachers that Have Resigned?
- Include Deleted Teachers?
- Additional Fields (Optional)
- Student Number
  Required
- Parent/Guardian Name
  Required
- Parent/Guardian Relationship
  Required
- Parent/Guardian Address
- Parent/Guardian City
- Parent/Guardian State
- Parent/Guardian Zip Code
- Parent/Guardian District
- Parent/Guardian Country
- Parent/Guardian Home Phone
- Parent/Guardian Cell Phone
- Parent/Guardian Business Phone
- Parent/Guardian Email Address
- Parent/Guardian Occupation
- Parent/Guardian Other Information
Action
Search or write

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Connect Plumsail Documents and QuickSchools.com to integrate crucial parts of your business

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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

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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 QuickSchools.com

QuickSchools.com is an Online School Management System that offers a comprehensive school management solution that you can use without any training from day one.

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