Microsoft SharePoint + Plumsail Documents
Convert new Excel XLSX files to PDFs in SharePoint with Plumsail Documents
When a new Excel sheet is added to the SharePoint library, convert it to PDF using Plumsail Documents and save to another SharePoint folder.
When a new Excel sheet is added to the SharePoint library, convert it to PDF using Plumsail Documents and save to another SharePoint folder.
- When this happens...
New File in FolderTriggers when a new file is created or added to an individual folder (no subfolders supported).
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this...
Convert XLSX to PDFThis action takes XLSX document and converts it to PDF.
ActionWriteCreate a new record or update an existing record in your app. - then do this!Upload a File
Uploads a file.
ActionWriteCreate a new record or update an existing record in your app.
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Info
File or folderRequired
Destination siteRequired
Destination folder pathRequired
Overwrite if exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
SharePoint URLRequired
Allow editing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
Parent folderRequired
Folder nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
Template
List's nameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SiteRequired
PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
FolderRequired
File's nameRequired
Should we overwrite the file?
New FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
FolderRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSite
FolderRequired
Include detailed metadata
ActionThis is an event a Zap performs.SearchFind existing data in your appPDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CSV fileRequired
Use first line as headers
Delimiter
Rows Count
Mapppings
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DOC fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Archive fileRequired
Password
Include Folders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
Template engineRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTML fileRequired
Margins
Paper Size
Orientation
Header HTML file
Footer HTML file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Image contentRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JSON file
JSON data
Mapppings
Path to JSON array
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Preserve Bookmarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Result Type
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PPTX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Enable printingRequired
Enable modificationRequired
Enable extract dataRequired
Enable annotateRequired
PDF owner password
PDF user password
Current password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
Replacement string
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Text contentRequired
Rotation
Font
Bold
Italic
Text Align
Font Size
Color
Watermark position
Opacity
X coordinate
Y coordinate
Start page
End page
Password
PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.XLS fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Info
File or folderRequired
Destination folder pathRequired
Overwrite if exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
IdRequired
E Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
FileRequired
FolderRequired
Overwrite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSite
ActionThis is an event a Zap performs.SearchFind existing data in your appFilenameRequired
File to convertRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File nameRequired
Password
FilesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DOCX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email fileRequired
Merge Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
JSON dataRequired
Lock form fields
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw HTML
HTML file
Margins
Size
Orientation
Decode HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ImagesRequired
Image Per Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JSON file
JSON data
Delimiter
Path to JSON array
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Apply header and footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Content of CSV documentRequired
Delimiter
Rows Count
Use first line as headers
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Overlay fileRequired
Overlay layer
Start page
End page
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PPT fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Split typeRequired
Filename Prefix
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.XLSX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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