Connect Plumsail Documents and Relavate to power AI-driven automation

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

Fills Out PDF form by provided data.

Get Form from PDF returns fillable form data from PDF as JSON.

This action takes HTML markup, renders it and converts to PDF 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.

Associates a given client with a vendor. This method allows authenticated partners to link a client with a specific vendor by providing the vendorID.

Creates a new affiliate lead

Creates a new deal

Create a new activity for a specific implementation

Creates a new Referral

Invites a new partner to a vendor's program (only available for authenticated vendors)

Updates an existing client details (only available for authenticated partners, not vendors)

Allows partners to update an existing deal task

Update an existing implementation task

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.

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

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

Add an image watermark with customizable settings to a PDF file

Takes JSON and converts it to XLSX document.

Convert and merge multiple files into a single PDF document.

Get information about PDF protection returns information whether the document is password protected.

Takes PDF document and converts it to JPEG image.

Extract text from PDF takes PDF document and extracts text to Raw or HTML format.

This action takes PPTX document and converts it to PDF.

Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

Regular Expression Replace replaces all strings that match a regular expression pattern with a specified replacement string in a specified input string.

Start the process and return generated document.

Add a text watermark with customizable settings to a PDF file

This action takes XLS document and converts it to XLSX.

Creates a Deal Task for a given deal

Creates a new client (only available for authenticated partners, not vendors)

Creates an implementation

Create a new task associated with an implementation

Creates a new referral activity for a specific referral identified by the referralID. This allows you to add a new activity to the referral, such as notes, updates, or interactions.

Updates an existing Affiliate Lead

Allows you to update an existing deal by specifying the deal ID in the URI. It is used to modify the details of a deal.

Creates a new implementation

Updates an existing referral