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Connect Plumsail Documents and Webhooks by Zapier to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Plumsail Documents with Webhooks by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Plumsail Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Plumsail Documents, a trigger could be "Process Finished."

A trigger is the event that kicks off your automated workflow.

Setup an action from Webhooks by Zapier

An action is what takes place after the automation is triggered. For example, with Webhooks by Zapier, the action could be "Custom Request."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Plumsail Documents to Webhooks by Zapier

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Plumsail Documents to Webhooks by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Plumsail Documents and Webhooks by Zapier 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.

An illustration representing how to automate lead management with Zapier.

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.

An illustration representing how to measure campaign impact with Zapier.

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.

An illustration representing how to automate customer support with Zapier.

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.

An illustration representing how to move and manage data with Zapier.

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.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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
- File name
  Required
- Password
- Files
  Required
Action
Write
- PDF file
  Required
Action
Write
- PDF file
  Required
- Password
- Include Folders
Action
Write
- JSON data
  Required
- PDF file
  Required
- Output type
- Locale
- Timezone
Action
Write

- JSON data
  Required
- PDF file
  Required
- Password
Action
Write
- JSON data
  Required
- PDF file
  Required
- Output type
- Locale
- Timezone
Action
Write

- PDF file
  Required
- Password
Action
Write
- PDF file
  Required
- Margins
- Size
- Orientation
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
- PDF file
  Required
- JSON data
- Mapppings
- Path to JSON array
- Locale
Action
Write
- Files
  Required
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
- PDF file
  Required
Action
Write
- PDF file
  Required
- Enable printing
  Required
- Enable modification
  Required
- Enable extract data
  Required
- Enable annotate
  Required
- PDF owner password
- PDF user password
- 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
- String to search for matches
  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
- PDF file
  Required
Action
Write
Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Trigger
Instant
Try It
- Method
  Required
- URL
  Required
- Data Pass-Through?
- JSON data
  Required
- Unflatten
- Basic Auth
- Headers
Action
Write
- URL
  Required
- Payload_type
- JSON data
  Required
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Action
Write

- PDF file
  Required
- Password
Action
Write
- PDF file
  Required
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
Action
Write
- PDF file
  Required
Action
Write
- PDF file
  Required
- JSON data
  Required
- Lock form fields
- Password
Action
Write
- JSON data
  Required
- PDF file
  Required
Action
Write
- JSON data
  Required
- PDF file
  Required
- Locale
- Timezone
Action
Write
- JSON data
  Required
- PDF file
  Required
- Output type
- Locale
- Timezone
Action
Write
- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
Action
Write
- Files
  Required
- Image Per Page
Action
Write
- PDF file
  Required
- JSON data
- Delimiter
- Path to JSON array
- Locale
Action
Write