Connect Plumsail Documents and WorkflowMax to power AI-driven automation

Creates DOCX document from a template, replacing special {{tokens}} in it with data specified in the Data field.

Fills Out PDF form by provided data.

Get Form from PDF returns fillable form data from PDF as JSON.

This action takes HTML markup, renders it and converts to PDF document.

Add an image watermark with customizable settings to a PDF file

Takes JSON and converts it to XLSX document.

Convert and merge multiple files into a single PDF document.

Get information about PDF protection returns information whether the document is password protected.

Takes PDF document and converts it to JPEG image.

Extract text from PDF takes PDF document and extracts text to Raw or HTML format.

This action takes PPTX document and converts it to PDF.

Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

Regular Expression Replace replaces all strings that match a regular expression pattern with a specified replacement string in a specified input string.

Start the process and return generated document.

Add a text watermark with customizable settings to a PDF file

This action takes XLS document and converts it to XLSX.

Triggers when a cost is added to a job.

Triggers when a task is added to a job.

Creates a new client.

Creates a new job.

Creates a task on a job using either the job number or the job uuid.

Creates a new purchase order.

Creates a timesheet entry for a staff member and task.

Finds a business by name.

Finds job costs for a job using a job number or job uuid.

Finds a staff member by name, email, or uuid.

Finds a client by client name or uuid.

Finds a job status by status name or uuid.

Fill merge fields in DOCX document takes a DOCX document with merge fields and replaces them by specified data. The keys in data object should be the same as names of MergeFields (Express block) in document.

Creates HTML from a template, replacing special {{tokens}} in it with data specified in the Data field.

Takes HTML markup, renders it and converts to DOCX document.

Takes images and converts them to a PDF document

Takes JSON and converts it to CSV file.

Takes an array of DOCX documents and merge it into single file.

Parse CSV

Takes PDF document and converts it to BMP image.

Takes PDF document and converts it to PNG image.

Add a PDF watermark with customizable settings to a PDF file.

This action takes PPT document and converts it to PPTX.

Regular Expression Match searches for an input string for all occurrences of a regular expression and returns all the matches.

Regular Expression Test indicates whether the regular expression specified in the Regex constructor finds a match in a specified input string. We would recommend to use Regex Hero to test your expressions. It supports the same syntax as actions.

Takes PDF document and splits it.

This action takes XLSX document and converts it to PDF.

Triggers when a document is added to a job.

Triggers when a job task is completed.

Triggers when job tasks are retrieved.

Triggers when a new invoice is created.

Triggers when a new quote is created, or when an existing quote’s status changes to the selected value (draft, issued, declined, accepted, or revised).

Creates a cost in cost admin.

Creates a cost on a job using either the job number or the job uuid.

Creates a new lead.

Creates a task in task admin.

Finds an account by account code.

Finds a client type using name.

Finds job tasks for a job using a job number or job uuid.

Finds an existing tax.

Finds a job using a job number or job uuid.