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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 "Approve Task" in Workday.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Workday, 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
- Info
- Fields to Include in Response
  Required
Trigger
Polling
Try It
- Info
- Fields to Include in Response
Trigger
Polling
Try It
- Worker
Trigger
Polling
Try It
- Only Approval Tasks
Trigger
Polling
Try It
- Wql_query_info
- WQL Query
  Required
- Id_field
Trigger
Polling
Try It
- Task WorkdayID
  Required
- Comment
  Required
Action
Write
- Supervisory Organization WID
- Worker Type WID
- Number of Openings
- Reason WID
- Spotlight Job
- Recruiting Start Date
- Target Hire Date
- Target End Date
- Job Posting Title
- Justification
- Job Profile WID
- Job Description Summary
- Job Description
- Additional Job Description
- Worker Sub-Type WID
- Time Type WID
- Primary Location WID
- Scheduled Weekly Hours
- Confidential Job Requisition
- Auto Complete
Action
Write
- Source
- Referred by
- Comments
- First name
  Required
- Middle name
- Last name
  Required
- Country
  Required
- Email address
  Required
- Email usage type
- Email visible to public
- Email comment
- Phone number
- Phone country code
- International phone code
- Phone device type
- Phone usage type
- Phone visible to public
- Phone comment
- Address line 1
- Address line 2
- City
- Postal code
- Country for address
- State or region
- Address usage type
- Address visible to public
- Address comment
- Web address
- Web address usage type
- Web address visible to public
- Web address comment
- Instant messenger address
- Instant messenger type
- Instant messenger usage type
- Instant messenger visible to public
- Instant messenger comment
Action
Write
- Worker ID
  Required
- Time Off Type ID
  Required
- Date
- Start
- End
- Daily Quantity
- Comment
Action
Write
- Recipient worker(s)
  Required
- Sharing
  Required
- Comment
  Required
- Badge
- Feedback given date
Action
Write
- Invoice WID
  Required
- Required_fields_info
- Supplier WID
- Company WID
- Currency WID
- Payment Terms WID
- Invoice date
- Due date
- Control amount total
- Memo
- Hold from payment
- Tax_section_header
- Tax code ID
- Tax rate
- VAT tax code ID
- Withholding_tax_section_header
- Default withholding tax code ID
- Default withholding tax rate
- Submission_section_header
- Auto-submit invoice
Action
Write
- Wql_query_info
- WQL Query
  Required
Action
Search
- Supplier invoice ID
- Supplier
- Company
- Invoice on hold
- Intercompany invoice
- Invoice status
- Payment status
- Currency
- Document number
- Spend category
- Date_filter_info
- Invoice date on or after
- Invoice date on or before
- Invoice due date on or after
- Invoice due date on or before
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
- Business Process Type(s)
  Required
Trigger
Polling
Try It
- Company
  Required
- Include expense line items?
Trigger
Polling
Try It
New Supplier
Triggers when a new supplier is added.
Trigger
Polling
Try It
- Info
- Fields to Include in Response
  Required
Trigger
Polling
Try It
- Invoice date on or after
- Invoice date on or before
- Invoice due date on or after
- Invoice due date on or before
- Supplier
- Company
- Invoice on hold
- Intercompany invoice
- Invoice status
- Payment status
Trigger
Polling
Try It
Updated Supplier
Triggers when a supplier is updated.
Trigger
Polling
Try It
- Worker
  Required
- Effective Date
  Required
- Reason
  Required
- Job Profile
- Job Title
- Business Title
- Location
- Supervisory Organization
- Company
- Custom Organization
- Compensation Amount
- Currency
- Payment Frequency
Action
Write
- Position ID
  Required
- Hire Type
- Supervisory Organization WID
- Employee Type
- Hire Date
- First Day of Work
- Position Title
Action
Write
- Original Invoice WID
- Required_fields_header
- Supplier WID
  Required
- Company WID
  Required
- Currency WID
- Credit amount
  Required
- Credit memo date
- Credit memo number
- Memo
- Credit description
- Spend category WID
- Payment Terms WID
- Advanced_options_header
- Line items
- Submission_section_header
- Auto-submit credit memo
Action
Write
- Worker ID
  Required
- HelpText1
- Time Entry Code
- Project
- Project Plan Task
- Calendar Date
- Reported Quantity
- In Time
- Out Time
- In Time Zone
- Out Time Zone
- Out Reason
- Comment
- Do Not Bill?
- Override Rate
Action
Write
- Supplier WID
  Required
- Required_fields_header
- Supplier Category WID
- Payment Types Accepted
- Default Payment Type WID
- Basic_info_header
- Supplier Name
- Supplier ID
- Supplier Reference ID
- Business_entity_header
- Business Entity Name
- Business Entity External ID
- Tax_info_header
- Tax ID
- Tax ID Type
- Transaction Tax ID
- Contact_info_header
- Contact Email
- Contact Phone
- Phone Device Type
- Address Line 1
- Address Line 2
- City
- Postal Code
- Country Code
- State/Province/Region
- Additional_settings_header
- Payment Terms WID
- Currency WID
- Submission_header
- Auto-submit supplier update
- Comment
Action
Write
- Purchase order ID
- Buyer
- Company
- Submitted by
- Supplier
- Status
- Order from connection
- Date_filter_info
- From date
- To date
- Exclude canceled
- Exclude closed
Action
Search
- Supplier ID type
- Supplier_id_info
- Updated from date
- Updated to date
- Supplier group
- Supplier category
- Supplier status
- Company
- Customer account number
- DUNS number
- Parent supplier
Action
Search
- Payment Reference ID
- Supplier
- Payment amount greater than
- Payment amount less than
- Payment type
- Payment status
- Payment date on or after
- Payment date on or before
- Include Reference
- Include Originating Bank Data
- Include Payment Group Data
Action
Search

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Customers have created over 25 million Zaps on the platform

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

Connect Plumsail Documents and Workday 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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