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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 Note" in Support Board.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Support Board, 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
Dialogflow Message
Triggers when the Dialogflow send a reply to a user message.
Trigger
Instant
Try It
New Login
Triggers when a user login successfully from the login form of the chat. This Webhook is sent only if the login is successful.
Trigger
Instant
Try It
New Conversation
Triggers when a new conversation is received in the user's chat widget.
Trigger
Instant
Try It
Email Address
Triggers when a user register his email via the follow-up message or registration form.
Trigger
Instant
Try It
New Messages
Triggers when new messages are received in the chat widget or the admin area.
Trigger
Instant
Try It
Rich Message
Triggers when the user submits the values inserted in a Rich Message. All the Rich Messages that require the submitting of data fire this Webhook, some of them are the follow-up email form, the registration form, the buttons.
Trigger
Instant
Try It
User Deleted
Triggers when a user is deleted.
Trigger
Instant
Try It
- First name
- Last name
- email
- Profile image
- password
- User type
- Extra
Action
Write
- The action is irreversible
- User ID
  Required
Action
Write
- Conversation ID
- Message
- Attachments
- Language
- Event
- Parameters
- Audio
Action
Write
- Conversation ID
  Required
Action
Write
- Conversation ID
  Required
- User ID
Action
Write
- Setting
  Required
- Default
Action
Write
- ID
  Required
- Sub ID
  Required
Action
Write
- User ID
  Required
- Conversation ID
  Required
- Datetime
  Required
Action
Write
- Conversation ID
  Required
Action
Write
Get Settings
Returns an array with all the settings.
Action
Write
- Conversation ID
  Required
Action
Write
- Email
- Password
- User ID
- Token
Action
Write
- User ID
  Required
- Conversation ID
  Required
- Message
- Attachments
- Conversation Status Code
- Payload
- Queue
- Recipient ID
Action
Write
- PSID
  Required
- Message
- Attachments
- Metadata
- Facebook Page ID
  Required
Action
Write
- Message
  Required
- Max Tokens
- Model
- Conversation ID
- Audio
Action
Write
- Search
  Required
- Articles Language
Action
Write
- Search
  Required
- User ID
  Required
Action
Write
- Recipient ID
  Required
- Sender ID
  Required
- Message
  Required
- Attachments
Action
Write
- Chat ID
  Required
- Message
- Attachments
- Conversation ID
Action
Write
- Conversation ID
  Required
- Department
  Required
- Message
Action
Write
- User ID
  Required
- First name
- Last name
- Email
- Profile image
- Password
- User type
- Settings extra
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
Conversation Status Updated
Triggers when the status code of a conversation changes.
Trigger
Instant
Try It
Email Sent
Triggers when a notification email is sent to a user or agent. Docs at
Trigger
Instant
Try It
Message Deleted
Triggers when a message is deleted.
Trigger
Instant
Try It
New Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Try It
Message Sent
Triggers when a new chat message is sent. It works for both users and agents.
Trigger
Instant
Try It
New Registration
Triggers when a user registers successfully from the registration form of the chat. This Webhook is sent only if the registration is successful. This Webhook is sent also if the registration is updated via the registration form of a Rich Message.
Trigger
Instant
Try It
SMS Sent
Triggers when a new text message is sent by a user or an agent.
Trigger
Instant
Try It
- Conversation ID
  Required
- User ID
  Required
- Name
  Required
- Message
  Required
Action
Write
- The action is irreversible
- Conversation ID
  Required
- Note ID
  Required
Action
Write
- The action is irreversible
- User IDs
  Required
Action
Write
- User IDs
  Required
- Message
  Required
Action
Write
- ID
- Count
- Full
- Categories
- Articles Language
Action
Write
- Pagination
- Status Code
- Routing
- Routing Unassigned
- Department
- Source
- Tag
Action
Write
- Conversation ID
  Required
- Exclude Message
- User ID
Action
Write
- Datetime
  Required
- Routing
- Routing Unassigned
Action
Write
- User ID
  Required
- Datetime
  Required
Action
Write
- Setting
  Required
Action
Write
- User ID
  Required
Action
Write
- Strings
  Required
- Language Code
  Required
Action
Write
- The action is irreversible
- Message ID
  Required
Action
Write
- Message ID
  Required
- Message
- Attachments
- Payload
Action
Write
- User ID
  Required
- Status Code
  Required
- Title
- Department
- Agent ID
- Source
- Extra
- Extra 2
- Extra 3
- Tags
Action
Write
- Title
  Required
- Message
  Required
- Interests
  Required
- Conversation ID
- Icon
Action
Write
- Search
  Required
Action
Write
- To
  Required
- Subject
  Required
- Message
  Required
- Sender Suffix
Action
Write
- Message
  Required
- To
  Required
- Template
- Conversation ID
- Attachments
Action
Write
- Conversation ID
  Required
- Agent ID
  Required
- Message
Action
Write
- Conversation ID
  Required
- Status Code
  Required
Action
Write
- To
  Required
- Message
- Attachments
- Phone ID
Action
Write

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Connect Plumsail Documents and Support Board 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 Support Board integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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 Support Board

Support Board is a communication and chat platform powered by artificial intelligence-driven chatbots.

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