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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 "New Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Create Category" in Finmap.

You’re connected!

Zapier seamlessly connects Plumsail Forms and Finmap, 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.

- Public Form
  Required
Trigger
Instant
Try It
- Form ID
  Required
- Submission ID
  Required
Action
Write
New Operation
Triggers when a new income, expense, or transfer operation is created.
Trigger
Instant
Try It
- Category Type
  Required
- Category Name
  Required
- Parent Category
Action
Write
- Amount
  Required
- Comment
- Account
- Income Category
- Date
- External ID
- Project
- Counterparty
Action
Write

- Project Name
  Required
Action
Write
- Tag Name
  Required
Action
Write

- Category Type
  Required
- Category
  Required
Action
Write
- Operation ID
- External ID
Action
Write
- Project
  Required
Action
Write
- Tag
  Required
Action
Write
- Category Type
  Required
- Category
  Required
- New Name
  Required
Action
Write
- Operation ID
- External ID
- Amount
- Comment
- Account
- Income Category
- Date
- Project
- Counterparty
Action
Write
- Project
  Required
- New Name
  Required
Action
Write
- Tag
  Required
- New Name
  Required
Action
Write
- Account Name
Action
Search
- Invoice ID
- External ID
Action
Search
- Project Name
Action
Search
- Tag Name
Action
Search
- Operation Type
- Account
- Category
- Project
- Tag
- Start Date
- End Date
- Search Text
- Limit
Action
Search

- File URL
  Required
Action
Write
Deleted Operation
Triggers when an income, expense, or transfer operation is deleted.
Trigger
Instant
Try It
Updated Operation
Triggers when an income, expense, or transfer operation is updated.
Trigger
Instant
Try It
- Amount
  Required
- Comment
- Account
- Expense Category
- Date
- External ID
- Project
- Counterparty
Action
Write
- Invoice Number
  Required
- Invoice Company
  Required
- Client / Counterparty
  Required
- Your Company Details
  Required
- Counterparty Details
  Required
- Currency
  Required
- Goods / Services (JSON)
  Required
- Invoice Date
- Payment Due Date
- Comment
- Confirmed (Paid)
- Shipping Cost
- Discount Percentage
- Discount Amount
- External ID
Action
Write
- Supplier Name
  Required
Action
Write
- Amount
  Required
- From Account
  Required
- To Account
  Required
- Amount To
- Comment
- Date
- External ID
- Project
Action
Write
- Operation ID
- External ID
Action
Write
- Invoice ID
- External ID
Action
Write
- Supplier
  Required
Action
Write
- Operation ID
- External ID
Action
Write
- Operation ID
- External ID
- Amount
- Comment
- Account
- Expense Category
- Date
- Project
- Counterparty
Action
Write
- Invoice ID
- External ID
- Invoice Number
- Invoice Company
- Client / Counterparty
- Your Company Details
- Counterparty Details
- Currency
- Goods / Services (JSON)
- Invoice Date
- Payment Due Date
- Comment
- Confirmed (Paid)
- Shipping Cost
- Discount Percentage
- Discount Amount
Action
Write
- Supplier
  Required
- New Name
  Required
Action
Write
- Operation ID
- External ID
- Amount
- From Account
  Required
- To Account
  Required
- Amount To
- Comment
- Date
- Project
Action
Write
- Category Type
  Required
- Category Name
Action
Search
- Operation ID
- External ID
Action
Search
- Supplier Name
Action
Search
- Invoice Status
- Confirmed Only
- Start Date
- End Date
- Limit
Action
Search

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Forms and Finmap to integrate crucial parts of your business

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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.

Make work flow with AI

Level up your Plumsail Forms to Finmap 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 Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

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Related categories

Forms & Surveys

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Zapier Forms

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About Finmap

Finmap is a financial analytics and cash flow management platform for businesses.