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Choose a Trigger

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 Billable Item" in Sonderplan.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Sonderplan, 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
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
Updated Booking
Triggers when a booking is updated.
Trigger
Instant
Try It
Updated Invoice
Triggers when an invoice is updated
Trigger
Instant
Try It
Updated Quote
Triggers when a quote is updated
Trigger
Instant
Try It
- Booking Name
  Required
- Booking Start Date / Time
  Required
- Booking End Date / Time
  Required
- All Day Booking
- Notes
- Resources
- Project
- Booking Client
- Booking Status
- Check for Booking Clashes
  Required
Action
Write
- Project Name
  Required
- Project Code
- Notes
- Project Status
- Private Project
  Required
- Project Client
- Project Color
- Project Parent Folder
Action
Write
- Service Name
  Required
- Description
- Booking Description Template
- Resources
- Hour Buy Cost
- Hour Sell Cost
- Day Buy Cost
- Day Sell Cost
- Week Buy Cost
- Week Sell Cost
- Currency
  Required
Action
Write
- Billable Item ID
  Required
- Item Name
- Description
- Unit Name
- Buy Cost
- Sell Cost
- Currency
- Taxes
Action
Write
- Contact
  Required
- Contact Name
- Type
- Client
- Email 1
- Email 2
- Email 3
- Phone 1
- Phone 2
- Phone 3
- Address Line 1
- Address Line 2
- Address Line 3
- Address City
- Address State
- Address Postcode
- Address Country
- Website
Action
Write
- Resource ID
  Required
- Resource Name
- Description
- Resource Group Parent
- Color Background
- Color Text
- Rate ID
- Hour Buy Cost
- Hour Sell Cost
- Day Buy Cost
- Day Sell Cost
- Week Buy Cost
- Week Sell Cost
- Currency
  Required
Action
Write
- Workspace ID
  Required
- Workspace Name
- Description
- Working Week / Weekend
- Resources
Action
Write
- Booking Name
  Required
Action
Search
- Contact Name
  Required
Action
Search
- Project Name
- Project ID
Action
Search
- Service
  Required
Action
Search
- Item Name
  Required
- Description
- Unit Name
- Buy Cost
- Sell Cost
- Currency
- Taxes
Action
Search or write
- Contact Name
  Required
- Type
  Required
- Client
- Email 1
- Email 2
- Email 3
- Phone 1
- Phone 2
- Phone 3
- Address Line 1
- Address Line 2
- Address Line 3
- Address City
- Address State
- Address Postcode
- Address Country
- Website
Action
Search or write
- Resource Name
  Required
- Description
- Type
- Type Person ID
- Resource Group Parent
- Color Background
- Color Text
- Hour Buy Cost
- Hour Sell Cost
- Day Buy Cost
- Day Sell Cost
- Week Buy Cost
- Week Sell Cost
- Currency
  Required
Action
Search or write
- Workspace Name
  Required
- Description
- Working Week / Weekend
- Resources
Action
Search or 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
New Booking
Triggers when a booking is created.
Trigger
Instant
Try It
New Invoice
Triggers when an invoice is created
Trigger
Instant
Try It
New Quote
Triggers when a quote is created
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
Updated Project
Triggers when a project is updated.
Trigger
Instant
Try It
- Item Name
  Required
- Description
- Unit Name
- Buy Cost
- Sell Cost
- Currency
- Taxes
Action
Write
- Contact Name
  Required
- Type
  Required
- Client
- Email 1
- Email 2
- Email 3
- Phone 1
- Phone 2
- Phone 3
- Address Line 1
- Address Line 2
- Address Line 3
- Address City
- Address State
- Address Postcode
- Address Country
- Website
Action
Write
- Resource Name
  Required
- Description
- Type
- Type Person ID
- Resource Group Parent
- Color Background
- Color Text
- Hour Buy Cost
- Hour Sell Cost
- Day Buy Cost
- Day Sell Cost
- Week Buy Cost
- Week Sell Cost
- Currency
  Required
Action
Write
- Workspace Name
  Required
- Description
- Working Week / Weekend
- Resources
Action
Write
- Booking
  Required
- Booking Name
- Booking Start Date / Time
- Booking End Date / Time
- All Day Booking
- Notes
- Resources
- Project
- Booking Client
- Booking Status
- Check for Booking Clashes
  Required
Action
Write
- Project
  Required
- Project Name
- Project Code
- Notes
- Project Status
- Private Project
- Project Client
- Project Color
- Project Parent Folder
Action
Write
- Service ID
  Required
- Service Name
- Description
- Booking Description Template
- Resources
- Hour Buy Cost
- Hour Sell Cost
- Day Buy Cost
- Say Sell Cost
- Week Buy Cost
- Week Sell Cost
- Currency
  Required
Action
Write
- Billable Item
  Required
Action
Search
- Booking Status Name
  Required
Action
Search
- Contact Name
  Required
Action
Search
- Resource Name
  Required
Action
Search
- Workspace
  Required
Action
Search
- Booking Name
  Required
- Booking Start Date / Time
  Required
- Booking End Date / Time
  Required
- All Day Booking
- Notes
- Resources
- Project
- Booking Client
- Booking Status
- Check for Booking Clashes
  Required
Action
Search or write
- Project Name
  Required
- Project ID
- Project Code
- Notes
- Project Status
- Private Project
  Required
- Project Client
- Project Color
- Project Parent Folder
Action
Search or write
- Service Name
  Required
- Description
- Booking Description Template
- Resources
- Hour Buy Cost
- Hour Sell Cost
- Day Buy Cost
- Day Sell Cost
- Week Buy Cost
- Week Sell Cost
- Currency
  Required
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Plumsail Documents and Sonderplan 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 Sonderplan 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 Sonderplan

Sonderplan is an affordable planning tool for scheduling people, rooms, & equipment

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