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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 "Find Affiliation" in SureCart.

You’re connected!

Zapier seamlessly connects Plumsail Documents and SureCart, 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
Affiliation Request Created
Triggers when a affiliation request is created.
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Affiliation Request ID
  Required
Action
Search
- Checkout ID
  Required
- Do you want to expand any associations?
Action
Search
- Coupon ID
  Required
- Do you want to expand any associations?
Action
Search
- Fulfillment ID
  Required
- Do you want to expand any associations?
Action
Search
- Line Item ID
  Required
- Do you want to expand any associations?
Action
Search
- Payment Intent ID
  Required
- Do you want to expand any associations?
Action
Search
- Payout ID
  Required
- Do you want to expand any associations?
Action
Search
- Price ID
  Required
- Do you want to expand any associations?
Action
Search
- Promotion ID
  Required
- Do you want to expand any associations?
Action
Search
- Referral ID
  Required
- Do you want to expand any associations?
Action
Search
- Refund ID
  Required
- Do you want to expand any associations?
Action
Search
- Return Request ID
  Required
- Do you want to expand any associations?
Action
Search
- Tracking ID
  Required
- Do you want to expand any associations?
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
Affiliation Request Approved
Triggers when a affiliation request is approved.
Trigger
Instant
Try It
Affiliation Request Denied
Triggers when a new affiliation request is denied.
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Do you want to expand any associations?
Trigger
Instant
Try It
- Affiliation ID
  Required
- Do you want to expand any associations?
Action
Search
- Cancellation Act ID
  Required
- Do you want to expand any associations?
Action
Search
- Click ID
  Required
- Do you want to expand any associations?
Action
Search
- Customer ID
  Required
- Do you want to expand any associations?
Action
Search
- Fulfillment Item ID
  Required
- Do you want to expand any associations?
Action
Search
- Order ID
  Required
- Do you want to expand any associations?
Action
Search
- Payment Method ID
  Required
- Do you want to expand any associations?
Action
Search
- Payout Group ID
  Required
- Do you want to expand any associations?
Action
Search
- Product ID
  Required
- Do you want to expand any associations?
Action
Search
- Purchase ID
  Required
- Do you want to expand any associations?
Action
Search
- Referral Item ID
  Required
- Do you want to expand any associations?
Action
Search
- Return Item ID
  Required
- Do you want to expand any associations?
Action
Search
- Subscription ID
  Required
- Do you want to expand any associations?
Action
Search

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Connect Plumsail Documents and SureCart 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

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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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