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Choose a Trigger

Choose an Action

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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 "Archive Company" in Yardi Kube.

You’re connected!

Zapier seamlessly connects Plumsail Documents and Yardi Kube, 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
Activity Is Updated in Yardi Kube
Triggers when an activity is updated in Yardi Kube.
Trigger
Instant
Try It
Booking Is Created in Yardi Kube
Triggers when a booking is created in Yardi Kube.
Trigger
Instant
Try It
Company Is Archived in Yardi Kube
Triggers when a company is archived in Yardi Kube.
Trigger
Instant
Try It
Company Is Updated in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
Try It
Event Is Updated in Yardi Kube
Triggers when an event is updated in Yardi Kube.
Trigger
Instant
Try It
Lead Is Created in Yardi Kube
Triggers when a new lead is created in Yardi Kube.
Trigger
Instant
Try It
Member Is Archived in Yardi Kube
Triggers when a member is archived in Yardi Kube.
Trigger
Instant
Try It
Member Is Updated in Yardi Kube
Triggers when a member is updated in Yardi Kube.
Trigger
Instant
Try It
Note Is Updated in Yardi Kube
Triggers when a note is updated in Yardi Kube.
Trigger
Instant
Try It
Tour Is Created in Yardi Kube
Triggers when a tour is created in Yardi Kube.
Trigger
Instant
Try It
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Type
  Required
- Title
  Required
- Completed Date
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Company Name
  Required
- Company Type Id
  Required
- Primary Property Id
  Required
- Assigned Internal User Id
  Required
- Created From
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Assigned Internal User ID
  Required
- Property ID
  Required
- User Type ID
  Required
- Email Type
- Email
- Phone Type
- Phone
- Source Major Id
- Source Minor Id
- Opt out of Marketing
- Custom FIeld 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom FIeld 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
Action
Write
- Property
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Assign To
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Company Id
  Required
- User Type Id
  Required
- Property Id
  Required
- Mailing State
  Required
- Other State
  Required
- First Name
  Required
- Last Name
  Required
- Email1
  Required
- Culture
  Required
Action
Write
- Id
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Title
  Required
- Member Id
  Required
- Company Id
  Required
- Property Id
  Required
- Space Id
  Required
- Type
  Required
- Number Of Attendees
  Required
Action
Write
- Id
  Required
- Title
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
- Id
  Required
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- User Type Id
  Required
- Email
  Required
- Property Id
  Required
- Culture
  Required
Action
Write
- Property
  Required
- Assign To
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Id
  Required
Action
Write

- 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
Activity Is Created in Yardi Kube
Triggers when an activity is created in Yardi Kube.
Trigger
Instant
Try It
Booking Is Archived in Yardi Kube
Triggers when a booking is archived in Yardi Kube.
Trigger
Instant
Try It
Booking Is Updated in Yardi Kube
Triggers when a booking is updated in Yardi Kube.
Trigger
Instant
Try It
Company Is Created in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
Try It
Event Is Created in Yardi Kube
Triggers when an event is created in Yardi Kube.
Trigger
Instant
Try It
Lead Is Archived in Yardi Kube
Triggers when a lead is archived in Yardi Kube.
Trigger
Instant
Try It
Lead Is Updated in Yardi Kube
Triggers when a lead is updated in Yardi Kube.
Trigger
Instant
Try It
Member Is Created in Yardi Kube
Triggers when a member is created in Yardi Kube.
Trigger
Instant
Try It
Note Is Created in Yardi Kube
Triggers when a note is created in Yardi Kube.
Trigger
Instant
Try It
Tour Is Archived in Yardi Kube
Triggers when a tour is archived in Yardi Kube.
Trigger
Instant
Try It
Tour Is Updated in Yardi Kube
Triggers when a tour is updated in Yardi Kube.
Trigger
Instant
Try It
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Title
  Required
- Start Date time
  Required
- End Date Time
  Required
- Member Id
  Required
- Company Id
  Required
- Property Id
  Required
- Space Id
  Required
- Type
  Required
- Number Of Attendees
  Required
Action
Write
- Title
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
- Comment
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Type
  Required
- Title
  Required
- Completed Date
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Id
  Required
- Primary Contact Id
  Required
- Company Name
  Required
- Company Type Id
  Required
- Primary Property Id
  Required
- Assigned Internal User Id
  Required
- Created From
  Required
Action
Write
- Id
  Required
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- User Type Id
  Required
- Property Id
  Required
- Mailing State
  Required
- Other State
  Required
Action
Write
- Id
  Required
- Comment
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write

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Customers have created over 25 million Zaps on the platform

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Connect Plumsail Documents and Yardi Kube 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

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

Learn about AI automation

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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Related categories

Documents

About Yardi Kube

Yardi Kube is an all-in-one coworking management platform.

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