Plumsail Documents

plumsail documents is a document automation platform with the plumsail documents app in {{product name}} , you can set up automated document generation and conversion it offers a wide range of actions to manipulate pdf documents and forms create documents from templates, convert files to pdf, split and merge pdfs, protect documents, extract data from pdf forms, and more you can generate documents from word, excel, and powerpoint templates, making it easy to automate reports, contracts, invoices, and other business documents requirements to use the plumsail documents app in {{product name}} , you must have a https //auth plumsail com/account/register?returnurl=https //account plumsail com/documents/processes/reg registered with an active email address your subscription will be linked to this email the {{product name}} integration is fully available during the free trial after the trial ends, you'll need any predefined or custom plan to continue using it f or subscription information, refer to the https //plumsail com/documents/store/ connect plumsail documents and {{product name}} to create the connection log in to your {{product name}} account, add a plumsail documents module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an ​instant​ tag, click ​ create a webhook ​​, then ​ create a connection ​​ optional in the ​​ connection name​​ field, enter a name for the connection optional switch on ​ show advanced settings ​ and enter your plumsail documents client credentials if requested, use the following redirect uri when setting up your client credentials https //www integromat com/oauth/cb/plumsail documents click save if prompted, authenticate your account and confirm access you've successfully created the connection and can now use the plumsail documents app in your {{scenario plural lowercase}} if you want to make changes to your connection in the future, follow the steps https //help make com/connect an application#tn2pj plumsail documents modules after connecting to the plumsail documents app, you can use the following types of modules to build your {{scenario plural lowercase}} processes https //plumsail com/docs/documents/v1 x/scenario/actions/make start document generation process html starts a document generation process watch finished process creates a webhook that triggers when a https //plumsail com/docs/documents/v1 x/user guide/processes/create process html is finished generate document from template https //plumsail com/docs/documents/v1 x/scenario/actions/make create docx document from template html generates a document based on a docx template using provided data https //plumsail com/docs/documents/v1 x/scenario/actions/make create xlsx document from template html produces an excel file using an xlsx template and custom values https //plumsail com/docs/documents/v1 x/scenario/actions/make create pptx document from template html creates a powerpoint file from a pptx template and dynamic data https //plumsail com/docs/documents/v1 x/scenario/actions/make create html from template html generates html content using a predefined template https //plumsail com/docs/documents/v1 x/scenario/actions/make fill merge fields in docx document html populates merge fields in a docx document with given data file conversion https //plumsail com/docs/documents/v1 x/scenario/actions/make convert docx to pdf html transforms docx documents into pdf format https //plumsail com/docs/documents/v1 x/scenario/actions/make convert xlsx to pdf html converts excel spreadsheets (xlsx) into pdf format https //plumsail com/docs/documents/v1 x/scenario/actions/make convert pptx to pdf html converts powerpoint presentations (pptx) into pdf documents https //plumsail com/docs/documents/v1 x/scenario/actions/make convert html to pdf html turns html content into a pdf file https //plumsail com/docs/documents/v1 x/scenario/actions/make convert email to pdf html converts an email (eml/msg) to a pdf file https //plumsail com/docs/documents/v1 x/scenario/actions/make convert to pdf html converts various input formats to pdf https //plumsail com/docs/documents/v1 x/scenario/actions/make convert doc to docx html upgrades legacy doc files to modern docx format https //plumsail com/docs/documents/v1 x/scenario/actions/make convert xls to xlsx html converts older xls files into xlsx https //plumsail com/docs/documents/v1 x/scenario/actions/make convert ppt to pptx html converts older ppt presentations to pptx format https //plumsail com/docs/documents/v1 x/scenario/actions/make csv to excel html transforms csv files into excel (xlsx) format https //plumsail com/docs/documents/v1 x/scenario/actions/make convert pdf to images html converts pdf pages into image files https //plumsail com/docs/documents/v1 x/scenario/actions/make convert json to xlsx html converts structured json data into an excel (xlsx) file https //plumsail com/docs/documents/v1 x/scenario/actions/make convert json to csv html converts structured json into a csv file https //plumsail com/docs/documents/v1 x/scenario/actions/make convert html to docx html generates a word docx file from html pdf actions https //plumsail com/docs/documents/v1 x/scenario/actions/make fill in pdf form html fills fields in a fillable pdf form using data https //plumsail com/docs/documents/v1 x/scenario/actions/make extract text from pdf document html pulls raw text content out of a pdf file https //plumsail com/docs/documents/v1 x/scenario/actions/make protect pdf document html adds password protection or restrictions to a pdf https //plumsail com/docs/documents/v1 x/scenario/actions/make get pdf protection information html retrieves security settings or encryption details of a pdf https //plumsail com/docs/documents/v1 x/scenario/actions/make compress pdf document html reduces pdf file size using compression https //plumsail com/docs/documents/v1 x/scenario/actions/make add watermark to pdf html applies text, image or pdf watermark to a pdf https //plumsail com/docs/documents/v1 x/scenario/actions/make get form from pdf html extracts form fields from a fillable pdf https //plumsail com/docs/documents/v1 x/scenario/actions/make split pdf html breaks a pdf into multiple files https //plumsail com/docs/documents/v1 x/scenario/actions/make convert images to pdf html combines image files into a pdf regular expressions https //plumsail com/docs/documents/v1 x/scenario/actions/make regular expression match html finds regex pattern matches in input text https //plumsail com/docs/documents/v1 x/scenario/actions/make regular expression replace html replaces parts of text using regular expressions https //plumsail com/docs/documents/v1 x/scenario/actions/make regular expression test html tests if a string matches a regex pattern merge documents https //plumsail com/docs/documents/v1 x/scenario/actions/make merge docx html merges multiple word documents (docx) into one https //plumsail com/docs/documents/v1 x/scenario/actions/make merge any to pdf html convert and merge multiple files into a single pdf document other https //plumsail com/docs/documents/v1 x/scenario/actions/make parse csv html parses a csv file into a structured data array make an api call https //plumsail com/docs/documents/v1 x/scenario/actions/make create archive html combines multiple files into a zip archive templates you can look for plumsail documents templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} plumsail documents resources https //plumsail com/docs/documents/v1 x/user guide/use as rest api html https //plumsail com/docs/documents/v1 x/user guide/introduction html