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 plumsail documents account, 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 plumsail pricing page 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 here 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 start document generation process starts a document generation process watch finished process creates a webhook that triggers when a document process is finished generate document from template create document from docx template generates a document based on a docx template using provided data create document from xlsx template produces an excel file using an xlsx template and custom values create document from pptx template creates a powerpoint file from a pptx template and dynamic data create html from template generates html content using a predefined template fill in merge fields in docx document populates merge fields in a docx document with given data file conversion convert docx to pdf transforms docx documents into pdf format convert xlsx to pdf converts excel spreadsheets (xlsx) into pdf format convert pptx to pdf converts powerpoint presentations (pptx) into pdf documents convert html to pdf turns html content into a pdf file convert email to pdf converts an email (eml/msg) to a pdf file convert to pdf converts various input formats to pdf convert doc to docx upgrades legacy doc files to modern docx format convert xls to xlsx converts older xls files into xlsx convert ppt to pptx converts older ppt presentations to pptx format convert csv to xlsx transforms csv files into excel (xlsx) format convert pdf to images converts pdf pages into image files convert json to xlsx converts structured json data into an excel (xlsx) file convert json to csv converts structured json into a csv file convert html to docx generates a word docx file from html pdf actions fill in pdf form fills fields in a fillable pdf form using data extract text from pdf pulls raw text content out of a pdf file protect pdf document adds password protection or restrictions to a pdf get pdf protection information retrieves security settings or encryption details of a pdf compress pdf document reduces pdf file size using compression add watermark to pdf document applies text, image or pdf watermark to a pdf get form from pdf extracts form fields from a fillable pdf split pdf breaks a pdf into multiple files convert images to pdf combines image files into a pdf regular expressions regular expression match finds regex pattern matches in input text regular expression replace replaces parts of text using regular expressions regular expression test tests if a string matches a regex pattern merge documents merge docx merges multiple word documents (docx) into one merge any files into pdf convert and merge multiple files into a single pdf document other parse csv parses a csv file into a structured data array make an api call create archive combines multiple files into a zip archive templates you can look for plumsail documents templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} plumsail documents resources plumsail documents api documentation plumsail documents user guide