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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 Assessment" in ScalePad.

You’re connected!

Zapier seamlessly connects Plumsail Documents and ScalePad, 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
- Client
Trigger
Polling
Try It
- Client
  Required
- Completed?
- Overdue?
Trigger
Polling
Try It
- Client Name contains
- Lifecycle
Trigger
Polling
Try It
- Client
- Expiry Status
Trigger
Polling
Try It
- Client
- Asset Type
- Asset Name contains
- Serial Number
- Contact
Trigger
Polling
Try It
- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Trigger
Polling
Try It
- Client
- Client Name contains
- Title contains
- Source Status
- Source Stage
- Is Active
- Contact
- Responsible Member
- Probability Filter Operator
- Probability
Trigger
Polling
Try It
- Client
- Client Name contains
- Owner Member ID
- Responsible Member ID
- Contract Name contains
- Board ID
- Status (Current)
- Priority (Current)
- Category
- Impact
- Severity
Trigger
Polling
Try It
- Client
  Required
- Title
  Required
- Assessment Template ID
  Required
- Evaluate User ID
  Required
- Evaluate At
  Required
Action
Write
- Client
  Required
- Title
  Required
- Description
- Status
- Target Period
Action
Write
- Client
  Required
- Title
- Type
- Starts At
- Ends At
- Agenda formatting (advanced)
- Agenda ProseMirror sample (copy/paste)
- Agenda (ProseMirror JSON)
Action
Write
- Assessment
  Required
- Title
  Required
- Evaluate User ID
  Required
- Evaluate At
  Required
Action
Write
- Goal
  Required
- Title
  Required
- Description
  Required
- Status
- Target Period
  Required
Action
Write
- Meeting
  Required
- Title
  Required
- Type
  Required
- Starts At
- Ends At
- Agenda formatting (advanced)
- Agenda ProseMirror sample (copy/paste)
- Agenda (ProseMirror JSON)
Action
Write
- Client
  Required
- Action Item ID
  Required
Action
Search
- Client ID
  Required
Action
Search
- Contract ID
  Required
Action
Search
- Hardware Asset ID
  Required
Action
Search
- Meeting ID
  Required
Action
Search
- Note ID
  Required
Action
Search
- Client
- Service Contract ID
  Required
Action
Search
- Client
  Required
- Completed?
- Overdue?
Action
Search
- Client Name
- Lifecycle
Action
Search
- Client
- Expiry Status
Action
Search
- Client
- Asset Type
- Asset Name contains
- Serial Number
- Contact
Action
Search
- Note
Action
Search
- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Action
Search
- Client
- Include Archived Notes
Action
Search
- Contract ID
- Contract Name contains
- Client
- Client Name contains
- Contact ID
- Status
- Type
- Recurring?
- Billable?
- Auto Renew?
- Billing Period
- Addendum?
- Parent Contract ID
- Parent Contract Name contains
- Source Type
Action
Search

- 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
- Client
- Status
- Title
- Target Period Year
Trigger
Polling
Try It
- Client
- Meeting Status
- Meeting Template ID
- Assigned User ID
Trigger
Polling
Try It
- Client
- Status
- Assessment Template ID
Trigger
Polling
Try It
- Client
- Email equals
- Name contains
Trigger
Polling
Try It
- Client
- Status
- Title
- Target Period Year
Trigger
Polling
Try It
- Client
Trigger
Polling
Try It
- Client
- Include Archived Notes
Trigger
Polling
Try It
- Contract ID
- Contract Name contains
- Client
- Client Name contains
- Contact ID
- Status
- Type
- Recurring?
- Billable?
- Auto Renew?
- Billing Period
- Addendum?
- Parent Contract ID
- Parent Contract Name contains
- Source Type
Trigger
Polling
Try It
- Client
- Include Archived Notes
Trigger
Polling
Try It
- Client
  Required
- Title
  Required
- Billing Cycle
  Required
- Billing Cost Type
  Required
- Billing Cost (subunits)
  Required
- Billing Start Date
  Required
- Impact
  Required
- Status
  Required
- Budget Past End Date
  Required
- Description
- Category
- Location
- Is Third Party
- Auto Renew
- Per Seat Cost (subunits)
- Number of Seats
- End Date
- Notify Days Before End Date
Action
Write
- Client
  Required
- Name
  Required
- Executive Summary
Action
Write
- Client
  Required
- Title
- Description formatting (advanced)
- Description ProseMirror sample (copy/paste)
- Description (ProseMirror JSON)
Action
Write
- Contract
  Required
- Client
  Required
- Title
  Required
- Billing Cycle
  Required
- Billing Cost Type
  Required
- Billing Cost (in subunits)
  Required
- Billing Start Date
  Required
- Impact
  Required
- Status
  Required
- Budget Past End Date
  Required
- Description
- Category
- Location
- Per Seat Cost (subunits)
- Number of Seats
- Auto Renew
- Is Third Party
- End Date
- Notify Days Before End Date
Action
Write
- Initiative
  Required
- Name
  Required
- Executive Summary
  Required
Action
Write
- Note
  Required
- Title
- Description formatting (advanced)
- Description ProseMirror sample (copy/paste)
- Description (ProseMirror JSON)
Action
Write
- Assessment ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Goal ID
  Required
Action
Search
- Initiative ID
  Required
Action
Search
- Member ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Ticket ID
  Required
Action
Search
- Client
- Status
- Assessment Template ID
Action
Search
- Email
- Name
- Client ID
Action
Search
- Client
- Status
- Title
- Target Period Year
Action
Search
- Client
Action
Search
- Vendor Name
- Vendor ID
- Category
Action
Search
- Name contains
- Title contains
- Is Platform User
- Reports to Member ID
- Hourly Cost Equals
- Daily Capacity Equals
Action
Search
- Client
- Client Name contains
- Title contains
- Source Status
- Source Stage
- Is Active
- Contact
- Responsible Member
- Probability Filter Operator
- Probability
Action
Search
- Client
- Client Name contains
- Owner Member ID
- Responsible Member ID
- Contract Name contains
- Board ID
- Status (Current)
- Priority (Current)
- Category
- Impact
- Severity
Action
Search

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Connect Plumsail Documents and ScalePad 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

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

Learn about AI automation

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 ScalePad

ScalePad is a unified platform for MSPs to manage customer success, risk, lifecycle insights, and strategic planning to drive growth and long-term client value.

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