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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 "Add Contact to Campaign" in SalesHive.

You’re connected!

Zapier seamlessly connects Plumsail Documents and SalesHive, 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
Contact Status Updated
Triggered when a contact status is updated.
Trigger
Polling
Try It
New Account Added
Triggers when a new account is added.
Trigger
Polling
Try It
New Email Added on Blacklist
Triggers when a new contact added on blacklist.
Trigger
Polling
Try It
New Meeting Added
Triggers when a new meeting is added.
Trigger
Polling
Try It
New Call Made
Triggered when a new call is added.
Trigger
Polling
Try It
New Email Receive From Campaign
Triggered when a new email is Receive.
Trigger
Polling
Try It
New Potential Meeting
Triggered when a new potential meeting is added.
Trigger
Polling
Try It
New Referral Added
Triggered when a new referrals is added.
Trigger
Polling
Try It
Potential Meeting Status Updated
Triggered when a potential meeting status is updated.
Trigger
Polling
Try It
- ContactEmail
- Title
- Note
Action
Write
- Name
  Required
- Account Name Long
- Email Domains
  Required
- Website
  Required
- Account Owner
- Account Category
- Account Status
- Industry
- Address 1
- Address 2
- City
- State
- Country
- Zip
- Reason Unqualified
- Account Type
- Account Client Status
- Is Deleted
- Notes Title
- Note
- Company Employee Count
- Company Revenue
- Company Phone
Action
Write
- Domain__c
Action
Write
- First Name
- Last Name
- Email
  Required
- Title
- Company
- Company Name Long
- City
- State
- Country
- Website
- Phone
- LinkedIn URL
- Industry
- Address 1
- Address 2
- Zip
- Contact Category
- Account Category
- Contact Source
- Contact Owner
- Client POC
- Reason Unqualified
- Direct Phone
- Company Phone
- Other Phone 1
- Other Phone 2
- Note
- Notes Title
- Validation Score
- Contact Status
- Employee Count
- Company Revenue
- Sales Development Reps
- Tag
- DirectPhoneExt
- FollowUpDate
- SalesRep
- ExternalAccountID
- ExternalContactID
- ExternalField1
- ExternalField2
- ExternalField3
- ZoomID
- BestPhone
- BestPhoneStatus
- Phone1
- PhoneStatus
- Phone2
- Phone2Status
- Phone3
- Phone3Status
- Phone4
- Phone4Status
- ExternalID
- FollowUpNotes
- IsDoNotCallContact
- ZoomContactID
Action
Write
- SalesHive Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Write
- Email
Action
Write
- Name
- Client Status
- Client Start Date
- Client End Date
- Target Accounts per Qtr
- Default Contract Value
- Website
- Reason Lost
- Logo Approval
- Time Zone
- Track Domain
- Closed By
- BCC Email
- Slack Channel Internal
- Slack Channel External
- Do Not Add Meetings To Blacklist?
- Is Sent Meeting Create Notification
- Is Sent Meeting Reschedule Notification
- Server Number
- Client Billing Method
- Client Billing Contact
- Client Billing Email
- Client Billing Address
- Client Billing Date
- Client Billing Status
- Client Billing Amount
- Client Billing Period
- PPM Est. Months
- Limit Users Per Client
- Zoom Info Contact Limit Type
- Zoom Info Contact Limit
- Limit Total Contacts Per Client
- AI
- SEO
- Allow All Call Recordings
- Playbook URL
- Playmaker URL
- Company Summary
- Value Prop
- Package Type
Action
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
Account Status Updated
Triggered when an account status is updated.
Trigger
Polling
Try It
Meeting Status Updated
Triggered when a meeting status is updated.
Trigger
Polling
Try It
New Account Note Added
Triggered when a new note is added.
Trigger
Polling
Try It
New Domain Added to Blacklist
Triggered when a new domain added to blacklist.
Trigger
Polling
Try It
New Campaign Added
Triggered when a new campaign is created.
Trigger
Polling
Try It
New Contact Added
Triggers when a new contact is added.
Trigger
Polling
Try It
New Email Sent From Campaign
Triggered when a new email is sent.
Trigger
Polling
Try It
- Contain
Trigger
Polling
Try It
New Removed Contacts
Triggered when a new removed is added.
Trigger
Polling
Try It
- Email
- Campaign ID
- Move existing contacts to current campaign
- Insert contacts That Have Already Replied
Action
Write
- First Name
- Last Name
- Email
- Title
- Company
- Company Name Long
- Website
- Phone
- LinkedIn URL
- Campaign ID
- Industry
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Contact Category
- Account Category
- Contact Source
- Contact Owner
- Client POC
- Reason Unqualified
- Contact Status
- Direct Phone
- Company Phone
- Notes Title
- Note
- Skip updating existing contacts
- Insert Null Values
- Move existing contacts to current campaign
- Insert contacts That Have Already Replied
- CompanyEmployeeCount
- CompanyRevenue
- Specialty
- Number of Physicians
Action
Write
- Email
Action
Write
- Name
- Last Name
- Title
- Company
- Email
  Required
- Linked In Url
- Direct Phone
- Company Phone
- Website
- Meeting Status
  Required
- Meeting Source
- Meeting Set Date
- Meeting Set By
- Meeting Date
- Meeting Time Zone
- Owner
- Contract Value
- Reminder Email Account
- Industry
- Seniority
- Send Reminder
- Note Title
- Note
- IsDaylightSavingTime
Action
Write
- First Name
- Last Name
- Title
- Company
- Email
- Linked In Url
- Meeting Source
- Owner
- Reminder Email Account
- Engagement Status
- Direct Phone
- Company Phone
- Meeting Set By
- Note Title
- Note
Action
Write
- Email
  Required
Action
Write
- Domain
Action
Write

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Connect Plumsail Documents and SalesHive 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.

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.

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.

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.

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

Make work flow with AI

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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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Related categories

Documents

About SalesHive

SalesHive uses cold calling, email, LinkedIn, and direct mail to book meetings with qualified buyers for your sales team.

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