Connect Plumsail Documents and Wunderite 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 new questionnaire has been completed and has an available PDF for download.

Create an additional interest for a commercial or personal risk profile.

Creates a new contact with support for multiple emails and phone numbers.

Create equipment for a commercial or personal risk profile.

Create a new legal entity (organization) in a commercial risk profile.

Creates a new premise (location) for a commercial risk profile.

Add a Subject of Insurance to a specific building

Add a new workers compensation exposure to a commercial risk profile.

Permanently deletes an additional interest.

Permanently deletes a contact from a risk profile.

Permanently deletes equipment.

Permanently remove a legal entity.

Permanently deletes a premise (location) from a commercial risk profile.

Permanently deletes a coverage (Subject of Insurance) from a risk profile.

Permanently remove a workers compensation exposure.

Update an existing building in a commercial risk profile.

Update an existing driver's details.

Update a home in a personal risk profile.

Updates an existing liability exposure.

Updates an existing commercial or personal risk profile.

Update an existing vehicle's details.

Finds an additional interest by name, description, or address.

Search for a contact using a general search or specific filters (Name, Email, Phone).

Finds equipment by name, make, model, or number.

Search for existing legal entities by name, FEIN, or description.

Finds a liability exposure by searching class code or premise description.

Search risk profiles

Search for existing workers compensation exposures.

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 new signature form has been completed and has an available PDF for download.

Triggers when a risk profile is found or retrieved using a flexible v1/v2 API lookup.

Create a building in a commercial risk profile.

Create a driver (personal or commercial) with optional address details.

Create a home in a personal risk profile.

Creates a new liability exposure in a commercial risk profile.

Creates a commercial or personal risk profile.

Create a vehicle (personal or commercial) with optional address details.

Advanced: Call any Wunderite API endpoint (v1 or v2) with GET, POST, PATCH, PUT, or DELETE.

Permanently deletes a building from a risk profile.

Permanently deletes a driver.

Permanently deletes a home from a personal risk profile.

Permanently deletes a liability exposure from a risk profile.

Permanently deletes a commercial or personal risk profile.

Permanently deletes a vehicle.

Update an existing additional interest.

Updates details for an existing contact.

Update existing equipment details.

Update an existing legal entity.

Update an existing premise (location) in a commercial risk profile.

Update an existing coverage (e.g. amount, deductible) on a building.

Update an existing workers compensation exposure.

Finds a building in a risk profile by description, address, or specific premise.

Finds a driver by first or last name.

Finds a home in a personal risk profile by description or address.

Finds a liability class code by searching for keywords or a specific code number.

Finds a specific premise in a risk profile by location number or description.

Finds a vehicle by VIN, Make, Model, or Registration.