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Plumsail Documents

Plumsail Documents lets you create, send, sign, and store documents without lifting a finger.

How this app makes document creation a breeze

Plumsail Documents: App spotlight

Need to create documents based on Typeform entries data? Configure the Plumsail Documents process to generate documents from DOCX, XLSX, PPTX, HTML, or fillable PDF templates and start it with this integration.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.

Process Finished

Compress PDF document size if possible and optimize it.

Compress PDF

Compresses and adds files to a ZIP archive.

Create Archive

Takes CSV and converts it to XLSX document.

Convert CSV to Excel File (XLSX)

This action takes DOCX document and converts it to PDF.

Convert DOCX to PDF

This action takes DOC document and converts it to DOCX.

Convert DOC to DOCX

Extract From Archive

Fill in PDF Form fills out PDF from by provided data.

Fill in PDF Form

Creates DOCX document from a template, replacing special {{tokens}} in it with data specified in the Data field.

Generate Document From DOCX Template

Fill merge fields in DOCX document takes a DOCX document with merge fields and replaces them by specified data. The keys in data object should be the same as names of MergeFields (Express block) in document.

Fill Merge Fields in DOCX Document

Generate Document From Fillable PDF

Creates HTML from a template, replacing special {{tokens}} in it with data specified in the Data field.

Generate Document From HTML Template

Creates PPTX document from a template, replacing special {{tokens}} in it with data specified in the Data field.

Generate Document From PPTX Template

Creates XLSX document from a template, replacing special {{tokens}} in it with data specified in the Data field.

Generate Document From XLSX Template

Get Form from PDF returns fillable form data from PDF as JSON.

Get Form From PDF

Takes HTML markup, renders it and converts to DOCX document.

Convert HTML to DOCX

This action takes HTML markup, renders it and converts to PDF document.

Convert HTML to PDF

Takes images and converts them to a PDF document

Convert Images to PDF

Add an image watermark with customizable settings to a PDF file

Add Image Watermark to PDF

Convert JSON to CSV

Takes JSON and converts it to XLSX document.

Convert JSON to Excel File (XLSX)

Takes an array of Docx documents and merge it into single file.

Merge DOCX

Creates a merged document from an array of PDF files.

Merge PDF

Parse CSV

Get information about PDF protection returns information whether the document is password protected.

Get Information About PDF Protection

Takes PDF document and converts it to BMP image.

Convert PDF to BMP Image

Takes PDF document and converts it to JPEG image.

Convert PDF to JPEG Image

Takes PDF document and converts it to PNG image.

Convert PDF to PNG Image

Extract text from PDF takes PDF document and extracts text to Raw or HTML format.

Convert PDF to Text

Add a PDF watermark with customizable settings to a PDF file.

Add PDF Watermark to PDF

This action takes PPTX document and converts it to PDF.

Convert PPTX to PDF

This action takes PPT document and converts it to PPTX.

Convert PPT to PPTX

Protect PDF document adds passwords, copy, printing, and other protections to PDF files.

Protect PDF

Regular Expression Match searches for an input string for all occurrences of a regular expression and returns all the matches.

Regexp Match

Regular Expression Replace replaces all strings that match a regular expression pattern with a specified replacement string in a specified input string.

Regexp Replace

Regular Expression Test indicates whether the regular expression specified in the Regex constructor finds a match in a specified input string. We would recommend to use Regex Hero to test your expressions. It supports the same syntax as actions.

Regexp Test

Start the process and return generated document.

Start Process

Split PDF

Add a text watermark with customizable settings to a PDF file

Add Text Watermark to PDF

This action takes XLSX document and converts it to PDF.

Convert XLSX to PDF

This action takes XLS document and converts it to XLSX.

Convert XLS to XLSX

Create Plumsail Documents from new Typeform entries

Generate HR, accounting, marketing, or any custom documents from Plumsail Forms submission. 

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

Plumsail Forms

Triggers when a specific form is submitted.

New Submission

Generate documents from templates in Plumsail Documents from new Plumsail Forms submissions

Use Cognito Forms and Plumsail Documents together to streamline paperwork. Set the Plumsail Documents process to generate documents from templates, start by this integration, and you will get ready personalized documents.

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

Cognito Forms

Entry Deleted

Triggers when someone fills out your form.

New Order

New Payment

New Refund

Update Entry

Get Document

Get Entry

Create Entry

Delete Entry

Set Form Availability

Create Plumsail Documents from new Cognito Forms submissions

Configure the Plumsail Documents process to create event tickets from templates. Include template tokens with general information like event description, date, place. Apply data from new Google Calendar events to templates in Plumsail Documents processes to batch generate invitations.

Google Calendar lets you organize your schedule and share events with co-workers and friends. With Google's free online calendar, it's easy to keep track of your daily schedule.

Google Calendar

New Calendar

Triggers when an event is cancelled or deleted.

Event Cancelled

Event Ended

Triggers when a specified amount of time before an event starts.

Event Start

Triggers when an event is created or updated (except when it's cancelled).

New or Updated Event

New Event

Triggers when an event is created that matches a search.

New Event Matching Search

Find Event

Finds a specific event by its ID in your calendar.

Retrieve Event by ID

Finds multiple events in your calendar as line items.

Find Multiple Events

Find or Create Event

Invites one or more person to an existing event.

Add Attendee(s) to Event

Create Calendar

Delete Event

Create Detailed Event

Create an event from a piece of text. Google parses the text for date, time, and description info.

Quick Add Event

Updates an event. Only filled fields are updated.

Update Event

Generate event tickets in Plumsail Documents from new Google Calendar events

Use data from new Google Forms responses to populate any custom documents. Configure the Plumsail Documents process to generate documents from any type of template (DOCX, XLSXL, PPTX, HTML, or fillable PDF) and start it by this integration. It may help to streamline the generation of applications, orders, quotes, or other documents.

Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!

Plumsail Documents: App spotlight

How this app makes document creation a breeze

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