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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 Matter" in Rally.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Rally, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Plumsail Documents to Rally integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Plumsail Documents and Rally 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.

Integration categories

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.

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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.

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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.

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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.

An illustration representing how to move and manage data with Zapier.

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.

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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.

triggers, actions, or triggers and actions

- Process Name
  Required
Trigger
Instant
Try It
- File to convert
  Required
- Password
Action
Write
- File to convert
  Required
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
Action
Write
- File to convert
  Required
Action
Write
- File to convert
  Required
- Password
- Include Folders
Action
Write
- JSON data
  Required
- File to convert
  Required
- Output type
- Locale
- Timezone
- Template engine
  Required
Action
Write
- JSON data
  Required
- File to convert
  Required
- Password
Action
Write
- JSON data
  Required
- File to convert
  Required
- Output type
- Locale
- Timezone
Action
Write
- File to convert
  Required
- Password
Action
Write
- File to convert
  Required
- Margins
- Size
- Orientation
- Header HTML file
- Footer HTML file
Action
Write
- File to convert
  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
- File to convert
  Required
- JSON data
- Mapppings
- Path to JSON array
- Locale
Action
Write
- Files
  Required
Action
Write
- File to convert
  Required
- Password
Action
Write
- File to convert
  Required
- Filename Prefix
- DPI
- Pages
- Start page
- End page
- Password
Action
Write
- File to convert
  Required
- Result Type
- Start page
- End page
- Password
Action
Write
- File to convert
  Required
Action
Write
- File to convert
  Required
- Enable printing
  Required
- Enable modification
  Required
- Enable extract data
  Required
- Enable annotate
  Required
- PDF owner password
- PDF user password
- Password
Action
Write
- Regular expression pattern
  Required
- String to search for matches
  Required
- Replacement string
Action
Write
- Process Name
  Required
Action
Write
- File to convert
  Required
- String to search for matches
  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
- File to convert
  Required
Action
Write
Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
- Email
  Required
- Name
  Required
- File
  Required
- Categories
Action
Write

- Filename
  Required
- File to convert
  Required
Action
Write
- Filename
  Required
- Password
- Files
  Required
Action
Write
- File to convert
  Required
Action
Write
- File to convert
  Required
- Merge Attachments
Action
Write
- File to convert
  Required
- JSON data
  Required
- Lock form fields
- Password
Action
Write
- JSON data
  Required
- File to convert
  Required
Action
Write
- JSON data
  Required
- File to convert
  Required
- Locale
- Timezone
Action
Write
- JSON data
  Required
- File to convert
  Required
- Output type
- Locale
- Timezone
Action
Write
- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
Action
Write
- Files
  Required
- Image Per Page
Action
Write
- File to convert
  Required
- 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
- File to convert
  Required
- Filename Prefix
- DPI
- Pages
- Start page
- End page
- Password
Action
Write
- File to convert
  Required
- Filename Prefix
- DPI
- Pages
- Start page
- End page
- Password
Action
Write
- File to convert
  Required
- Image content
  Required
- Overlay layer
- Start page
- End page
- Pages
Action
Write
- File to convert
  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
- File to convert
  Required
- Split type
  Required
- Filename Prefix
- Password
Action
Write
- File to convert
  Required
Action
Write
New Client User
Triggers when a new Client User is created.
Trigger
Polling
Try It
New Matter
Triggers when a new Matter is created.
Trigger
Polling
Try It
New Signature Requests Completed
Triggers when there are recently completed signature requests.
Trigger
Polling
Try It

Learn how to automate Plumsail Documents on the Zapier blog

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

About Rally

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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