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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 Contact" in Quipu.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Quipu, 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
- Number series - Serie de numeración
- Number - Número
- Created date - Fecha de emisión
- Due date - Fecha de vencimiento
- Name and surname - Nombre y apellidos
  Required
- Tax id - Identificador de cliente (NIF)
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código Postal
  Required
- Town - Ciudad
- Country Code - Código de País
  Required
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Creates an Invoice/Ticket - Documento a crear es Factura/Ticket
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
Action
Write
- Number series - Serie de numeración
- Due Date Interval - Intervalo de vencimiento
- Name and surname - Nombre y apellidos
  Required
- Document Type - Tipo de Documento
- Tax id - Identificador de cliente (NIF)
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código Postal
  Required
- Town - Ciudad
- Country Code - Código de País
  Required
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
  Required
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
- Exempt Reason - Motivo de Exención
- Collection Type - Tipo de Recaudación
- Canary Island Special Zone - Zona Especial de Canarias (ZEC)
Action
Write
- Number series - Serie de numeración
- Recipient name - Nombre del Receptor
- Name and surname - Nombre y apellidos
- Document Type - Tipo de Documento
- Tax id - Identificador de cliente (NIF)
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código Postal
- Town - Ciudad
- Country Code - Código de País
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
  Required
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
- Exempt Reason - Motivo de Exención
- Collection Type - Tipo de Recaudación
- Canary Island Special Zone - Zona Especial de Canarias (ZEC)
Action
Write

- 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
- Add page break
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
- Tax id - Identificador de cliente (NIF)
  Required
- Name and surname - Nombre y apellidos
  Required
- Zip code - Código Postal
  Required
- Country Code - Código de País
  Required
- Phone - Teléfono
- Email - Correo electrónico
- Address - Dirección
- Town - Ciudad
- Bank Account number - IBAN
- SWIFT/BIC
- Document Type - Tipo de Documento
Action
Write
- Number series - Serie de numeración
- Number - Número
- Created date - Fecha de emisión
- Recipient name - Nombre del Receptor
  Required
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Creates an Invoice/Ticket - Documento a crear es Factura/Ticket
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
Action
Write
- Amending number series - Serie de numeración rectificativa
- Original Invoice ID - ID de factura original
  Required
- Due Date Interval - Intervalo de vencimiento
- Name and surname - Nombre y apellidos
  Required
- Document Type - Tipo de Documento
- Tax id - Identificador de cliente (NIF)
  Required
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código Postal
  Required
- Town - Ciudad
- Country Code - Código de País
  Required
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
  Required
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
- Exempt Reason - Motivo de Exención
- Collection Type - Tipo de Recaudación
- Canary Island Special Zone - Zona Especial de Canarias (ZEC)
- Credit Note Reason - Motivo de Rectificación
  Required
Action
Write
- Amending number series - Serie de numeración rectificativa
- Original Invoice ID - ID de factura original
  Required
- Recipient name - Nombre del Receptor
- Name and surname - Nombre y apellidos
- Document Type - Tipo de Documento
- Tax id - Identificador de cliente (NIF)
- Email - Correo electrónico
- Phone - Teléfono
- Address - Dirección
- Zip code - Código Postal
- Town - Ciudad
- Country Code - Código de País
- Bank Account number - IBAN
- SWIFT/BIC
- Concept - Concepto
  Required
- Unitary Amount - Precio unitario
  Required
- Quantity - Cantidad
  Required
- Taxes - Impuestos
  Required
- Tax field format - Formato campo impuestos
  Required
- Prices include taxes - Todos los precios incluyen impuestos
  Required
- Discount amount - Descuento total
- Discount vat percent - Porcentaje IVA en descuentos
  Required
- Discount concept - Concepto del descuento
- Shipping amount - Gastos de envío
- Shipping vat percent - Porcentaje IVA en gastos de envío
  Required
- Shipping concept - Concepto gastos de envío
- Paid at - Fecha de pago
- Payment method - Método de pago
- Accounting category - Categoría contable
  Required
- Accounting subcategory - Subcategoría contable
- Tags - Etiquetas
- Notes - Notas
- Exempt Reason - Motivo de Exención
- Collection Type - Tipo de Recaudación
- Canary Island Special Zone - Zona Especial de Canarias (ZEC)
Action
Write

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Connect Plumsail Documents and Quipu to integrate crucial parts of your business

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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

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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 Quipu

Quipu is an accounting app that makes accounting for small businesses and freelancers easier, automated and paperless.

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