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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 Client" in SuperOps MSP.

You’re connected!

Zapier seamlessly connects Plumsail Documents and SuperOps MSP, 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 Deleted
Triggers when an existing client is deleted.
Trigger
Instant
Try It
Client User Created
Triggers when a new client user is created.
Trigger
Instant
Try It
Client User Updated
Triggers when a new client user is updated.
Trigger
Instant
Try It
Invoice Updated
Triggers when an existing invoice is updated.
Trigger
Instant
Try It
Quote Updated
Triggers when an existing quote is updated.
Trigger
Instant
Try It
Ticket Deleted
Triggers when a ticket is deleted.
Trigger
Instant
Try It
Ticket Reply Sent
Triggers when a reply is sent to a ticket.
Trigger
Instant
Try It
Worklog Created
Triggers when a new worklog is created.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Email
  Required
- Contact Number
- Reporting Manager
- Role
- Client
  Required
- Site
  Required
- Custom Fields
Action
Write
- Subject
  Required
- Description
- Client Account ID
  Required
- Site Id
- Requester
- Specify the additional requesters to be added.
- Technician Group
- Technician
- Specify the followers to be added
- Specify the assets to be added
- Status
- Ticket Source
  Required
- Priority
- Impact
- Urgency
- Category
- Subcategory
- Cause
- Subcause
- Resolution Code
- Custom Fields
- Sub Source
- Request Type
  Required
Action
Write
- Client User ID
  Required
- Forget PII
Action
Write
- Account ID
  Required
- Name
  Required
- Stage
- Status
- Email Domains
- Account Manager
- Primary Contact
- Secondary Contact
- Headquarters Site
- Add Technician Groups
- Delete Technician Groups
- Custom Fields
Action
Write
- Invoice ID
  Required
- Invoice Status
- Invoice Date
- Due Date
- Payment Date
- Payment Method
- Payment Reference
- Invoice Payment Term
- Payment Link
Action
Write
- Ticket ID
  Required
- Subject
- Status
- Client Account ID
- Request Type of the ticket
- Site Id
- Requester
- Technician Group
- Technician
- Specify the additional requesters to be added.
- Specify the additional requester to be removed
- Specify the followers to be added
- Specify the followers to be removed
- Priority
- Impact
- Urgency
- Category
- Subcategory
- Cause
- Subcause
- Resolution Code
- Sub Source
- Custom Fields
Action
Write
- Asset Name
  Required
Action
Search
- Client ID
  Required
- Site Name
  Required
Action
Search
- Client Id
  Required
Action
Search
- Invoice Id
  Required
Action
Search
- Tax Id
Action
Search
- Worklog Item Id
  Required
Action
Search

- 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
- 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
Client Created
Triggers when a new client is created.
Trigger
Instant
Try It
Client Updated
Triggers when an existing client is updated.
Trigger
Instant
Try It
Client User Deleted
Triggers when a new client user is deleted.
Trigger
Instant
Try It
Invoice Created
Triggers when a new invoice is created.
Trigger
Instant
Try It
Quote Created
Triggers when a new quote is created.
Trigger
Instant
Try It
Ticket Created
Triggers when a new ticket_create is created.
Trigger
Instant
Try It
Ticket Reply Received
Triggers when a reply is received on a ticket.
Trigger
Instant
Try It
Ticket Updated
Triggers when an existing ticket is updated.
Trigger
Instant
Try It
- Name
  Required
- Stage
- Status
- Email Domains
- Account Manager User ID
- Technician Groups
- Custom Fields
- Site name
  Required
- Is the Site working 24X7 ?
  Required
- Day
- Start time in HH:MM
- End time in HH:MM
- Identifier for Holiday List for the Site local test
- Timezone Code for the Site
  Required
- Address Line 1
- Address Line 2
- Address Line 3
- Site's Postal Code
- Site's Postal Code
- Site's Contact Number
Action
Write
- Client Account ID
  Required
- Site ID
  Required
- Description
- Quote Date
  Required
- Expiry Date
  Required
- Status
  Required
- Additional Discount
- Service Item ID
  Required
- Details
- Quantity
  Required
- Unit Price
  Required
- Discount Amount
- Discount Rate
- Taxable
- Tax ID
- Title
- Memo
- Footer
Action
Write
- Service Item ID
  Required
- Billable
- After Hours
- Quantity
  Required
- Unit Price
- Bill Date & Time
- Notes
- Work Item ID
  Required
- Module
- Technician ID
Action
Write
- Client IDs
  Required
Action
Write
- Client User ID
  Required
- First Name
- Last Name
- Email
- Contact Number
- Reporting Manager
- Site
- Role
- Custom Fields
Action
Write
- Quote ID
  Required
- Additional Discount Rate
- Additional Discount
- Item ID
- Details
- Quantity
- Unit Price
- Discount Rate
- Discount Amount
- Service Item ID
- Details
- Quantity
- Unit Price
- Discount Amount
- Discount Rate
- Taxable
- Tax ID
- Item ID
- Expiry Date
- Title
- Memo
- Footer
- Description
- Status
  Required
Action
Write
- Item name
  Required
Action
Search
- Client Name
  Required
Action
Search
- Client User Full Name
  Required
- Client ID
  Required
Action
Search
- Client User Id
  Required
Action
Search
- Quote Id
  Required
Action
Search
- Ticket Id
  Required
Action
Search

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Connect Plumsail Documents and SuperOps MSP 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

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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 SuperOps MSP

SuperOps MSP is a future-ready, unified PSA-RMM platform for modern MSPs

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