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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 Volunteer Badge" in Volunteero.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Volunteero, 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
- 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
Qualification Added to Volunteer
Triggers when a qualification is added to a volunteer profile.
Trigger
Instant
Try It
New Client
Triggers when a client record is created.
Trigger
Instant
Try It
New Report
Triggers when a volunteer or staff has created a report.
Trigger
Instant
Try It
Client Deleted
Triggers when a client record is deleted.
Trigger
Instant
Try It
Volunteer Deleted
Triggers when a volunteer is deleted from your organisation.
Trigger
Instant
Try It
Remove Badge
Triggers when a badge is removed from a volunteer.
Trigger
Instant
Try It
Report Revised
Triggers when a staff user has revised a report.
Trigger
Instant
Try It
Mission Updated
Triggers when mission details are updated.
Trigger
Instant
Try It
Report Status Updated
Triggers when status of a report has changed.
Trigger
Instant
Try It
- Volunteer Id
  Required
- Badge Id
  Required
Action
Write
- Given Name
  Required
- Family Name
- Email
- Phone Number
- Gender
- Religion
- Orientation
- Ethnicity
- Address Line 1
- Address Line 2
- City
- Postcode
- State
- Country
- Notes
- Client Type
- E1 Given Name
- E1 Family Name
- E1 Phone Number
- E1 Email
- E1 Relationship
- E1 Address Line 1
- E1 Address Line 2
- E1 Postcode
- E1 City
- E1 State
- E1 Country
- E1 Notes
- E2 Given Name
- E2 Family Name
- E2 Phone Number
- E2 Email
- E2 Relationship
- E2 Address Line 1
- E2 Address Line 2
- E2 Postcode
- E2 City
- E2 State
- E2 Country
- E2 Notes
- Date of Birth
- Mission Enabled
- Disabilities
- Tags
- Groups
- External Ids
Action
Write
- Given Name
  Required
- Family Name
  Required
- Email
- App Access
- Auto Sync
- Skip Volunteero Account Setup
- Send Sso Email
- Submission Id
- Phone Number
- Gender
- Religion
- Orientation
- Ethnicity
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Notes
- Disabilities
- Status
- Date of Birth
- Start Date
- Leave Date
- Volunteer Time Offset
- E1 Given Name
- E1 Family Name
- E1 Phone Number
- E1 Email
- E1 Relationship
- E1 Address Line 1
- E1 Address Line 2
- E1 Postcode
- E1 City
- E1 State
- E1 Country
- E1 Notes
- E2 Given Name
- E2 Family Name
- E2 Phone Number
- E2 Email
- E2 Relationship
- E2 Address Line 1
- E2 Address Line 2
- E2 Postcode
- E2 City
- E2 State
- E2 Country
- E2 Notes
- External Ids
- Groups
- Tags
- Lang
Action
Write
- Client Id
  Required
- Mission Enabled
  Required
Action
Write
- Volunteer Id
  Required
- Given Name
- Family Name
- Email
- Auto Sync
- Phone Number
- Gender
- Religion
- Orientation
- Ethnicity
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Notes
- Disabilities
- Status
- Date of Birth
- Start Date
- Leave Date
- Volunteer Time Offset
- E1 Given Name
- E1 Family Name
- E1 Phone Number
- E1 Email
- E1 Relationship
- E1 Address Line 1
- E1 Address Line 2
- E1 Postcode
- E1 City
- E1 State
- E1 Country
- E1 Notes
- E2 Given Name
- E2 Family Name
- E2 Phone Number
- E2 Email
- E2 Relationship
- E2 Address Line 1
- E2 Address Line 2
- E2 Postcode
- E2 City
- E2 State
- E2 Country
- E2 Notes
- External Ids
- Groups
- Tags
Action
Write
- Mission 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
- PDF file
  Required
- Rich Text (HTML)
  Required
- Overlay layer
- Watermark position
- Opacity
- Angle
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
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
Award Badge
Triggers when a volunteer is awarded a badge.
Trigger
Instant
Try It
New Mission
Triggers when a new mission is created.
Trigger
Instant
Try It
New Volunteer
Triggers when a volunteer record is created.
Trigger
Instant
Try It
Mission Deleted
Triggers when a mission is deleted.
Trigger
Instant
Try It
New Form Submission
Triggers when a new submission is received for a form.
Trigger
Instant
Try It
Qualification Removed From Volunteer
Triggers when a qualification is removed from a volunteer.
Trigger
Instant
Try It
Client Updated
Triggers when a client record is updated, merged with a form submission or activated/deactivate for missions.
Trigger
Instant
Try It
Updated Qualification on Volunteer
Triggers when an existing volunteer qualification is updated.
Trigger
Instant
Try It
Volunteer Updated
Triggers when data on a volunteer profile is updated, merged with a form submission or account status is changed. Can also be triggered when the volunteer updates their own profile.
Trigger
Instant
Try It
- Volunteer Id
  Required
- Qualification Id
  Required
- Issue Date
- Expiry Date
- Notes
Action
Write
- Client
  Required
- Template
  Required
- Description
  Required
- Schedule
  Required
- Approved Description
- Priority
  Required
- Requires Approval
  Required
- Volunteer Limit
  Required
- Volunteer Shift Limit
- Require Qr Check In
- Restricted
- Show Volunteers
- Visible From
  Required
- Visible Until
- Groups
- Qualifications
- Timeframe Start
- Timeframe End
- Timezone
- Private Reports
  Required
- Auto Archive
  Required
- Enrichment Needed
  Required
- Name
  Required
- Quantity
  Required
- Cost Estimate
- Currency
  Required
- Use Client Address
  Required
Action
Write
- Volunteer Id
  Required
- Badge Id
  Required
Action
Write
- Client Id
  Required
- Given Name
- Family Name
- Email
- Phone Number
- Gender
- Religion
- Orientation
- Ethnicity
- Address Line 1
- Address Line 2
- City
- State
- Postcode
- Country
- Notes
- Disabilities
- Date of Birth
- E1 Given Name
- E1 Family Name
- E1 Phone Number
- E1 Email
- E1 Relationship
- E1 Address Line 1
- E1 Address Line 2
- E1 Postcode
- E1 City
- E1 State
- E1 Country
- E1 Notes
- E2 Given Name
- E2 Family Name
- E2 Phone Number
- E2 Email
- E2 Relationship
- E2 Address Line 1
- E2 Address Line 2
- E2 Postcode
- E2 City
- E2 State
- E2 Country
- E2 Notes
- External Ids
- Groups
- Tags
- Mission Enabled
Action
Write
- Volunteer Id
  Required
- Qualification Id
  Required
- Issue Date
  Required
- Expiry Date
  Required
- Notes
Action
Write
- Volunteer_id
  Required
Action
Search

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Connect Plumsail Documents and Volunteero 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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About Volunteero

Volunteero is a volunteer management system (VMS) built in direct partnership with charities.

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