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Choose a Trigger

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 "Add Document to Party" in TrustLayer.

You’re connected!

Zapier seamlessly connects Plumsail Documents and TrustLayer, 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
Document Archived
Triggers when a document is archived.
Trigger
Instant
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Document Edited
Triggers when a document is edited.
Trigger
Instant
Try It
Document Flag Removed
Triggers when a document flag is removed.
Trigger
Instant
Try It
Document Reviewed
Triggers when a document is reviewed.
Trigger
Instant
Try It
Document Verification Removed
Triggers when a document verification is removed.
Trigger
Instant
Try It
Party Activated
Triggers when a party is activated.
Trigger
Instant
Try It
Party Compliance Lost
Triggers when a party compliance is lost in the global context.
Trigger
Instant
Try It
Party Compliance Reached
Triggers when a party compliance is reached in the global context.
Trigger
Instant
Try It
Party Deactivated
Triggers when a party is deactivated.
Trigger
Instant
Try It
Party Updated
Triggers when these party fields are updated: organization, address, website, name, type, isActive, additionalNotes.
Trigger
Instant
Try It
Party Compliance Changed in Project
Triggers when a party compliance score changes in a project.
Trigger
Instant
Try It
Party Compliance Reached in Project
Triggers when a party compliance score reaches 100% in a project.
Trigger
Instant
Try It
Project Deleted
Triggers when a project is deleted.
Trigger
Instant
Try It
Party Added to a Project
Triggers when a party is added to a project.
Trigger
Instant
Try It
Project Updated
Triggers when name, description, start/end date, compliance profile, party list, attachments, custom fields are updated.
Trigger
Instant
Try It
- Document ID
  Required
- Project ID
  Required
Action
Write
- Document Data
  Required
- Document Name
  Required
Action
Write
- Compliance Profile ID
  Required
- Party ID
  Required
Action
Write
- Party ID
  Required
- Custom Data ID
- Custom Data Value
Action
Write
- Document ID
  Required
- Project ID
  Required
Action
Write
- Applies to all projects?
- Name
- Notes
- Email
- Document ID
  Required
Action
Write
- Name
  Required
Action
Search
- Name
  Required
Action
Search
- External ID
- Provider
- Party Name
  Required
- Party Type
  Required
- Project
- Created At Datetime
- Created At Operator
- Updated At Datetime
- Updated At Operator
- Custom Data ID
- Custom Data Value
- Party Website
- Party City
- Party Country
- Party Line 1 Address
- Party Line 2 Address
- Party Postal Code
- Party Region
- External ID
- Additional Notes
Action
Search or 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
New Comment
Triggers when a new comment is added to the activity timeline.
Trigger
Instant
Try It
Document Deleted
Triggers when a document is deleted.
Trigger
Instant
Try It
Document Flagged
Triggers when a document is flagged.
Trigger
Instant
Try It
Document Processed
Triggers when a document is processed.
Trigger
Instant
Try It
Document Uploaded
Triggers when a document is uploaded.
Trigger
Instant
Try It
Document Verified
Triggers when a document is verified.
Trigger
Instant
Try It
Party Compliance Changed
Triggers when a party compliance is changed in the global context.
Trigger
Instant
Try It
Party Compliance Profile Changed
Triggers when a party compliance profile is changed.
Trigger
Instant
Try It
Party Created
Triggers when a party is created.
Trigger
Instant
Try It
Party Deleted
Triggers when a party is deleted.
Trigger
Instant
Try It
Project Activated
Triggers when an inactive project is activated.
Trigger
Instant
Try It
Party Compliance Lost in Project
Triggers when a party compliance is lost in a project.
Trigger
Instant
Try It
Project Created
Triggers when a project is created.
Trigger
Instant
Try It
Project Deactivated
Triggers when an active project is deactivated.
Trigger
Instant
Try It
Party Removed From a Project
Triggers when a party is removed from a project.
Trigger
Instant
Try It
- Document ID
  Required
- Party ID
  Required
Action
Write
- Project ID
  Required
- Party ID
  Required
Action
Write
- Party Name
  Required
- Party Type
  Required
- Party Website
- Party City
- Party Country
- Party Line 1 Address
- Party Line 2 Address
- Party Postal Code
- Party Region
- Provider
- External ID
- Custom Data ID
- Custom Data Value
- Additional Notes
Action
Write
- Party ID
  Required
- Email
  Required
- Name
  Required
- Company
- Phone
- Fax
- Primary
  Required
- Title
- Default Request Recipient
  Required
Action
Write
- Project Name
  Required
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
Action
Write
- Project ID
  Required
- Party ID
  Required
Action
Write
- Name
  Required
Action
Search
- External ID
- Provider
- Party Name
- Party Type
- Project
- Created At Datetime
- Created At Operator
- Updated At Datetime
- Updated At Operator
- Custom Data ID
- Custom Data Value
Action
Search
- Project Name
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
Action
Search
- Project Name
  Required
- Project Description
- Start Date
- End Date
- Provider
- Ids for instances of this provider's integration
- Custom Data ID
- Custom Data Value
Action
Search or write

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Connect Plumsail Documents and TrustLayer 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 TrustLayer

TrustLayer is a tool to track compliance risk across your projects.

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