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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 Contact" in TidyHQ.

You’re connected!

Zapier seamlessly connects Plumsail Documents and TidyHQ, 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
Contact Created
Triggers when a new contact has been created for the first time.
Trigger
Instant
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Contact Added to Group
Triggers when a contact has been added to a group.
Trigger
Instant
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Contact Merged
Triggers when two contacts have been merged.
Trigger
Instant
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Event Deleted
Triggers when an event is deleted.
Trigger
Instant
Try It
Event Ticket Pack Cancelled
Triggers when a group of event tickets has been cancelled.
Trigger
Instant
Try It
Event Ticket Pack Reserved
Triggers when a group of event tickets has been reserved for sale.
Trigger
Instant
Try It
Event Ticket Deleted
Triggers when an event ticket is deleted.
Trigger
Instant
Try It
Event Updated
Triggers when an event is updated.
Trigger
Instant
Try It
Finance Order Awaiting Payment
Triggers when a finance order requires manual intervention to have its payment processed.
Trigger
Instant
Try It
Finance Order Expired
Triggers when a finance order has exceeded time it can be in a pending state.
Trigger
Instant
Try It
Finance Order Rejected
Triggers when a finance order has failed to process.
Trigger
Instant
Try It
Membership Cancelled
Triggers when a membership has been cancelled.
Trigger
Instant
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Membership Partiated
Triggers when a membership has been partially paid for.
Trigger
Instant
Try It
Subscription Continued
Triggers when a subscription has continued.
Trigger
Instant
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Subscription Started
Triggers when a subscription has started.
Trigger
Instant
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- Tidy-Assigned Identifier for Contact
  Required
- Text of Note
  Required
Action
Write
- Tidy-Assigned Identifier for Membership
  Required
- Text of Note
  Required
Action
Write
- Tidy-Assigned Identifier for Contact
  Required
- Tidy-Assigned Identifier for Note
  Required
Action
Write
- Tidy-Assigned Identifier for Membership
  Required
- Tidy-Assigned Identifier for Note
  Required
Action
Write
- Contact Kind is
- Contact ID Number is
- First Name is
- Last Name is
- Contact Email is
- Company is
- Phone is
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
Contact Activated
Triggers when a contact has been activated (after new membership, or reactivated e.g. restored from trash).
Trigger
Instant
Try It
Contact Deactivated
Triggers when a contact has been deleted.
Trigger
Instant
Try It
Contact Removed From Group
Triggers when a contact has been removed from a group.
Trigger
Instant
Try It
Event Activated
Triggers when an event is published.
Trigger
Instant
Try It
Event Ticket Pack Activated
Triggers when a group of event tickets has been paid.
Trigger
Instant
Try It
Event Ticket Pack Expired
Triggers when a group of event tickets has exceeded time they can be reserved.
Trigger
Instant
Try It
Event Ticket Created
Triggers when an event ticket is created.
Trigger
Instant
Try It
Event Ticket Updated
Triggers when an event ticket is updated.
Trigger
Instant
Try It
Finance Order Activated
Triggers when a finance order has been paid.
Trigger
Instant
Try It
Finance Order Cancelled
Triggers when a finance order has been cancelled.
Trigger
Instant
Try It
Finance Order Pending
Triggers when a finance order is waiting to be processed.
Trigger
Instant
Try It
Membership Activated
Triggers when a membership has been activated.
Trigger
Instant
Try It
Membership Expired
Triggers when a membership has expired.
Trigger
Instant
Try It
Subscription Cancelled
Triggers when a subscription has been cancelled.
Trigger
Instant
Try It
Subscription Expired
Triggers when a subscription has expired.
Trigger
Instant
Try It
- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Nick Name
- Company
- Date of Birth
- Gender
- Subscribed for messages
- Phone
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Write
- Tidy-Assigned Identifier for Invoice
  Required
- Text of Note
  Required
Action
Write
- Tidy-Assigned Identifier for Contact
  Required
Action
Write
- Tidy-Assigned Identifier for Invoice
  Required
- Tidy-Assigned Identifier for Note
  Required
Action
Write
- Tidy-Assigned Identifier for Contact
  Required
- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Nick Name
- Company
- Date of Birth
- Gender
- Subscribed for messages
- Phone
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Write
- Contact Kind
- Contact ID Number
- First Name
- Last Name
- Contact Email
- Company
- Phone
- Nick Name
- Date of Birth
- Gender
- Subscribed for messages
- Street
- City
- State
- Postcode
- Country
- Facebook
- Twitter
- LinkedIn
- Instagram
- Website Address
- Emergency Contact Person
- Emergency Contact Number
- Occupation
- Additional Info
Action
Search or write

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Connect Plumsail Documents and TidyHQ 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 TidyHQ 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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Related categories

Documents

About TidyHQ

When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.

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