Connect Plumsail Documents and Stagent to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Plumsail Documents with Stagent - no code necessary. See how you can get setup in minutes.

100%

Help

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 Accommodation" in Stagent.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Stagent, 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
- 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
- Add page break
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
Booking Cancelled
Triggers when a booking is cancelled.
Trigger
Instant
Try It
New Booking
Triggers when a new booking is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Contract Signed
Triggers when a contract is signed by the recipient.
Trigger
Instant
Try It
Invoice Paid
Triggers when a payment is recorded on an invoice.
Trigger
Instant
Try It
- Event
  Required
- Artist
  Required
- Name
- Check-in time
- Check-out time
- Email
- Phone
- Website
- Breakfast included
- Notes
- Booking reference
Action
Write
- Team
  Required
- Name
  Required
- Primary contact name
  Required
- Primary contact email address
  Required
- Currency
  Required
Action
Write
- Event
  Required
- Artist
  Required
- Airline
- Flight number
- Departure airport (IATA code)
- Arrival airport (IATA code)
- Departure time
  Required
- Arrival time
  Required
- Notes
Action
Write
- Event
  Required
- Artist
  Required
- Type
- Name
- Departure time
  Required
- Departure location
- Arrival time
- Arrival location
- Driver
- Phone
- Notes
Action
Write
- Booking
  Required
- Date
- Duration
- Stage
- Status
Action
Write
- Contact
  Required
- Name
- Email address
- Phone
- Role
Action
Write
- Flight
  Required
- Airline
- Flight number
- Departure airport (IATA code)
- Arrival airport (IATA code)
- Departure time
- Arrival time
- Notes
Action
Write
- Event
- Artist
Action
Search
- Team
- Team name
- Artist
- Artist name
- Event
- Event name
- Venue
- Date
- Status
  Required
- Duration
- Buyer
- Buyer name
- Buyer primary contact name
- Buyer primary contact email address
- Currency
Action
Search
- Team
- Company
- Company name
- Name
- Email address
Action
Search
- Name
- Venue
- Team
- Team name
- Buyer
- Buyer name
- Buyer primary contact name
- Buyer primary contact email address
- Currency
Action
Search
- Event
- Team
- Status
- Number
Action
Search
- Name
  Required
Action
Search
- Name
- Team
Action
Search
- Team
  Required
- Team name
- Artist
- Artist name
- Event
- Event name
- Venue
- Date
- Status
  Required
- Duration
- Buyer
- Buyer name
- Buyer primary contact name
- Buyer primary contact email address
- Currency
- Create a new event?
Action
Search or write
- Team
  Required
- Company
  Required
- Company name
- Name
  Required
- Email
  Required
Action
Search or write
- Invoice
  Required
- Amount
  Required
- Payment Method
- Paid On
- Notes
Action
Search or write

- 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
- PDF file
  Required
- Rich Text (HTML)
  Required
- Overlay layer
- Watermark position
- Opacity
- Angle
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
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
Booking Confirmed
Triggers when a booking is confirmed.
Trigger
Instant
Try It
New Company
Triggers when a new company is created.
Trigger
Instant
Try It
Contract Sent
Triggers when a contract is sent to the buyer.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
Invoice Sent
Triggers when an invoice is sent to the buyer.
Trigger
Instant
Try It
- Team
  Required
- Date
- Duration
- Status
  Required
- Create a new event?
Action
Write
- Team
  Required
- Company
  Required
- Name
  Required
- Email
  Required
Action
Write
- Invoice
  Required
- Amount
  Required
- Payment Method
- Paid On
- Notes
Action
Write
- Accommodation
  Required
- Name
- Check-in time
- Check-out time
- Email
- Phone
- Website
- Breakfast included
- Notes
- Booking reference
Action
Write
- Company
  Required
- Name
- Email address
- Phone
- Currency
Action
Write
- Event
  Required
- Name
- Venue
- Tickets URL
- Website
Action
Write
- Transport
  Required
- Type
- Name
- Departure time
- Departure location
- Arrival time
- Arrival location
- Driver
- Phone
- Notes
Action
Write
- Name
  Required
Action
Search
- Team
- Name
- Primary contact name
- Primary contact email address
- Currency
Action
Search
- Event
- Team
- Status
Action
Search
- Event
- Artist
Action
Search
- Invoice
Action
Search
- Event
- Artist
Action
Search
- Event
  Required
- Artist
  Required
- Name
- Check-in time
- Check-out time
- Email
- Phone
- Website
- Breakfast included
- Notes
- Booking reference
Action
Search or write
- Team
  Required
- Name
  Required
- Primary contact name
  Required
- Primary contact email address
  Required
- Currency
  Required
Action
Search or write
- Event
  Required
- Artist
  Required
- Airline
- Flight number
- Departure airport (IATA code)
- Arrival airport (IATA code)
- Departure time
  Required
- Arrival time
  Required
- Notes
Action
Search or write
- Event
  Required
- Artist
  Required
- Type
- Name
- Departure time
  Required
- Departure location
- Arrival time
- Arrival location
- Driver
- Phone
- Notes
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

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

Connect Plumsail Documents and Stagent 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 Stagent 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.

Learn moreLearn moreHelpHelp

Related categories

Documents

About Stagent

Software for booking agencies, artists and managers in the music and entertainment industry.

HelpHelp