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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 "Change Job Status" in YoPrint.

You’re connected!

Zapier seamlessly connects Plumsail Documents and YoPrint, 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
Contact Deleted
Triggers when a contact is deleted.
Trigger
Instant
Try It
Customer Created
Triggers when a customer is created.
Trigger
Instant
Try It
Customer Fund Withdrew
Triggers when a fund withdrew from Customer Wallet.
Trigger
Instant
Try It
Customer Message Bounced
Triggers when customer message bounced.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Try It
Artwork Change Requested
Triggers when a artwork change is requested.
Trigger
Instant
Try It
Job Marked as Rush
Triggers when a Job is marked as rush.
Trigger
Instant
Try It
Message Status Changed
Triggers when either a sales order or purchase order message status changes.
Trigger
Instant
Try It
Order Change Requested
Triggers when an order change is requested.
Trigger
Instant
Try It
Sales Order / Quote Marked as Not Rush
Triggers when a sales order is marked as Not rush.
Trigger
Instant
Try It
Sales Order/Quote Status Changed
This trigger is deprecated and should not be used
Trigger
Instant
Try It
Payment Received (Deposit Amount)
Triggers when an order received a payment of deposit amount.
Trigger
Instant
Try It
Refund Issued
Triggers when a refund is issued.
Trigger
Instant
Try It
Purchase Order Message Received
Triggers when purchase order message received.
Trigger
Instant
Try It
Quote Converted to Sales Order
Triggers when a quote is converted to order.
Trigger
Instant
Try It
Quote Status Changed
Triggers when a quote status changes
Trigger
Instant
Try It
Sales Order Status Changed
Triggers when a sales order status changes
Trigger
Instant
Try It
Task Status Changed
Triggers when a task status changes.
Trigger
Instant
Try It
- Message ID
Action
Write
- Purchase Order ID
Action
Write
- Order ID
  Required
Action
Write
- Do you want to perform an upsert?
- Name
  Required
- Website
- Resale Number
- Tax Identification Number
- Tax Exempt
- First Name
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Job ID
  Required
Action
Write
- Order ID
  Required
Action
Write
- Order ID
Action
Write
- Sales Order ID
  Required
- Message to Send
  Required
Action
Write
- Contact Id
  Required
Action
Search
- Invoice Id
  Required
Action
Search
- Task Id
  Required
Action
Search
- Sales Order/Quotes Id
  Required
Action
Search
- Vendor Id
  Required
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
Contact Created
Triggers when a contact is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a contact is updated.
Trigger
Instant
Try It
Customer Fund Deposited
Triggers when a fund deposited into Customer Wallet.
Trigger
Instant
Try It
Customer Deleted
Triggers when a customer is deleted.
Trigger
Instant
Try It
Customer Message Received
Triggers when customer message received.
Trigger
Instant
Try It
Artwork Approved
Triggers when a artwork is approved.
Trigger
Instant
Try It
Job Marked as Not Rush
Triggers when a Job is marked as not rush.
Trigger
Instant
Try It
Job Status Changed
Triggers when a job status changes.
Trigger
Instant
Try It
Order Approved
Triggers when an order is approved.
Trigger
Instant
Try It
Sales Order Created
Triggers when a sales order is created.
Trigger
Instant
Try It
Sales Order / Quote Marked as Rush
Triggers when a sales order is marked as rushed.
Trigger
Instant
Try It
Payment Received (Any Amount)
Triggers when an order received a payment of any amount.
Trigger
Instant
Try It
Payment Received (Full Amount)
Triggers when an order is fully paid.
Trigger
Instant
Try It
Purchase Order Message Bounced
Triggers when purchase order message bounced.
Trigger
Instant
Try It
Purchase Order Status Changed
Triggers when a purchase order status changes.
Trigger
Instant
Try It
Quote Created
Triggers when a quote is created.
Trigger
Instant
Try It
Sales Order Converted to Quote
Triggers when a sales order is converted to quote.
Trigger
Instant
Try It
Shipment Status Changed
Triggers when a shipment status changes.
Trigger
Instant
Try It
- Job ID
Action
Write
- Task ID
- Pipeline ID (Task Preset ID)
Action
Write
- Order ID
- Shipment ID
Action
Write
- Do you want to perform an upsert?
- Customer Id
  Required
- First Name
  Required
- Last Name
- Email
- Phone
- Fax
- Can Receive SMS
Action
Write
- Job ID
  Required
Action
Write
- Order ID
  Required
Action
Write
- Order ID
Action
Write
- Quote ID
  Required
- Message to Send
  Required
Action
Write
- Task ID
Action
Write
- Customer Id
  Required
Action
Search
- Order Id
  Required
- Job Id
  Required
Action
Search
- Purchase Order Id
  Required
Action
Search
- Shipment Id
  Required
Action
Search

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Connect Plumsail Documents and YoPrint 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 YoPrint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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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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About YoPrint

YoPrint is an all-in-one print shop management software that helps you keep track of your sales, inventory and production.

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