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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 "Cancel Ticket" in Zaprite.

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Zapier seamlessly connects Plumsail Documents and Zaprite, 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
- 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
- Add page break
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 Updated
Triggers when a contact is created or updated.
Trigger
Instant
Try It
Invoice Overpaid
Triggers when an invoice receives a payment more than the total amount.
Trigger
Instant
Try It
Invoice Sent
Triggers when an invoice is sent to a customer.
Trigger
Instant
Try It
Order Changed
Triggers when an order is created or updated (status change, payment, etc.).
Trigger
Instant
Try It
Payment Link Overpaid
Triggers when a payment link order receives a payment more than the total amount.
Trigger
Instant
Try It
Payment Link Underpaid
Triggers when a payment link order receives a payment less than the total amount.
Trigger
Instant
Try It
Payment Profile Updated
Triggers when a customer updates a saved payment method.
Trigger
Instant
Try It
POS Order Overpaid
Triggers when a Point of Sale order receives a payment more than the total amount.
Trigger
Instant
Try It
POS Order Underpaid
Triggers when a Point of Sale order receives a payment less than the total amount.
Trigger
Instant
Try It
Ticket Changed
Triggers when a ticket changes and returns the latest ticket details.
Trigger
Instant
Try It
Ticket Order Overpaid
Triggers when a ticket order is overpaid and returns the tickets for that order.
Trigger
Instant
Try It
Ticket Order Underpaid
Triggers when a ticket order is underpaid and returns the tickets for that order.
Trigger
Instant
Try It
Ticket Transferred
Triggers when a ticket is transferred.
Trigger
Instant
Try It
- Contact Name
- Display Name
- Legal Name
  Required
- Email
  Required
- Internal Note
- Tax identifier
- Default Currency
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Zip Code
- Billing Address City
- Billing Address State
- Billing Address Country Code
Action
Write
- Contact
- Contact Name
- Display Name
- Legal Name
- Email
- Internal Note
- Tax identifier
- Default Currency
- Billing Address Line 1
- Billing Address Line 2
- Billing Address Zip Code
- Billing Address City
- Billing Address State
- Billing Address Country Code
Action
Write
- Amount (Major Units)
- Currency
  Required
- External reference
- Redirect URL
- Redirect If Pending
- Expires At
- Label
- Custom checkout key
- Contact
- Send Receipt To Customer
- Disable Payment Notifs
- Customer Data Email
- Customer Data Name
- Metadata
- Tags
- Allow Save Payment Profile
- Customer Fields Email
- Customer Fields Name
- Customer Fields Address
- Customer Fields Phone
- Customer Fields Company
- Customer Fields Note
Action
Write
- Ticket
  Required
- Event
- Update ticket stock
Action
Write
- Ticket
  Required
- Event
Action
Write
- Search query
- Email address
- Page number
Action
Search
- Page number
- Search query
- Contact
- Status
- Order type
- Currency
- Created after
- Created before
- Paid after
- Paid before
- Tags
- Include pending orders
- Sort by
- Sort order
Action
Search
- Page number
- Event
- Ticket type
- Status
- Created after
- Created before
- Sort by
- Sort order
Action
Search

- 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
- PDF file
  Required
- Rich Text (HTML)
  Required
- Overlay layer
- Watermark position
- Opacity
- Angle
- X coordinate
- Y coordinate
- Start page
- End page
- Pages
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
Invoice Order Changed
Triggers when an invoice is created or updated (status change, payment, etc.).
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid in full.
Trigger
Instant
Try It
Invoice Underpaid
Triggers when an invoice receives a payment less than the total amount.
Trigger
Instant
Try It
Payment Link Order Changed
Triggers when a payment link order is created or updated (status change, payment, etc.).
Trigger
Instant
Try It
Payment Link Paid
Triggers when a payment link order is paid in full.
Trigger
Instant
Try It
Payment Profile Created
Triggers when a customer saves a new payment method.
Trigger
Instant
Try It
POS Order Changed
Triggers when a Point of Sale order is created or updated (status change, payment, etc.).
Trigger
Instant
Try It
POS Order Paid
Triggers when a Point of Sale order is paid in full.
Trigger
Instant
Try It
Ticket Canceled
Triggers when a ticket is canceled.
Trigger
Instant
Try It
Ticket Checked In
Triggers when a ticket is checked in.
Trigger
Instant
Try It
Ticket Order Paid
Triggers when a ticket order is paid in full and returns the tickets for that order.
Trigger
Instant
Try It
Ticket Reactivated
Triggers when a ticket is reactivated.
Trigger
Instant
Try It
- Ticket
  Required
- Event
- Update ticket stock
Action
Write
- Contact
Action
Write
- Amount (Major Units)
- Currency
  Required
- External reference
- Redirect URL
- Redirect If Pending
- Expires At
- Label
- Custom checkout key
- Contact
- Send Receipt To Customer
- Disable Payment Notifs
- Customer Data Email
- Customer Data Name
- Metadata
- Tags
- Invoice Title
- Invoice Number
- Invoice Date
- Invoice Days To Pay
- Invoice Purchase Order Number
- Invoice Footer Note
- Name
  Required
- Description
- Quantity
- Unit Price (Major Units)
  Required
- Tax Rate Bips
- Discount Rate Bips
- Discount Amount (Major Units)
- Allow Save Payment Profile
- Customer Fields Email
- Customer Fields Name
- Customer Fields Address
- Customer Fields Phone
- Customer Fields Company
- Customer Fields Note
Action
Write
- Order
- Status
- Expires At
Action
Write
- Ticket
  Required
- Event
- Force check-in
Action
Write
- Contact
Action
Search
- Order
Action
Search
- Ticket
  Required
Action
Search
- Order
Action
Search

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Connect Plumsail Documents and Zaprite 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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About Zaprite

Zaprite is a non-custodial bitcoin and fiat payment gateway, offering hosted Checkouts for merchants.

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