--- title: Plumsail Documents slug: plumsail-documents description: How to integrate Plumsail Documents with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_plumsail-documents.png createdAt: 2025-05-27T08:02:47.268Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/plumsail-documents.png" alt="Plumsail Documents logo" caption size="50" width="512" height="512"} | Plumsail Documents automates document generation, conversion, and management using templates and various data sources. Integrating with Make.com lets users automatically create, convert, and deliver documents as part of their workflows, streamlining document-related processes across multiple platforms. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Plumsail Documents documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Plumsail Documents](https://plumsail.com/support/) directly. ::: # Requirements To use the Plumsail Documents app in Make, you must have an active account and an API Key, [create your account on Plumsail Documents](https://plumsail.com/documents/?utm_source=make\&utm_medium=partner\&utm_campaign=main_integration_page). For subscription, refer to the [Plumsail Documents pricing page](https://plumsail.com/documents/?utm_source=make\&utm_medium=partner\&utm_campaign=main_integration_page). # Connect Plumsail Documents and Make To get started, you must first create a connection between Plumsail Documents and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Plumsail Documents account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Plumsail Documents account Before you create the connection in Make, you should first obtain your **API Key** in your Plumsail Documents account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** API keys page** from your account dashboard. ::: :::WorkflowBlockItem Click the button to add a new** API key**. ::: :::WorkflowBlockItem Select either** Production** or** Testing** mode for the** API key**. ::: :::WorkflowBlockItem Enter a name for the** API key** if prompted. ::: :::WorkflowBlockItem Click the button to create the** API key**. ::: :::WorkflowBlockItem Copy the** API key** displayed in the** Secret column**. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://plumsail.com/docs/documents/v1.x/user-guide/api-keys.html) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Plumsail Documents module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your Plumsail Documents account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Plumsail Documents modules After connecting to the Plumsail Documents app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add Watermark to PDF Document Add a watermark—such as text, an image, or another PDF file—to an existing PDF document. ::: :::ExpandableHeading ### Compress PDF Document Compresses a PDF document by reducing the size of images within it and applying additional optimizations to minimize the overall file size when possible. ::: :::ExpandableHeading ### Convert CSV to XLSX Convert a CSV file into an XLSX Excel spreadsheet. ::: :::ExpandableHeading ### Convert DOC to DOCX Converts a DOC file into a DOCX format document. ::: :::ExpandableHeading ### Convert DOCX to PDF This action converts a DOCX file into a PDF document. ::: :::ExpandableHeading ### Convert Email to PDF Converts an EML or MSG email file into a PDF document. ::: :::ExpandableHeading ### Convert HTML to DOCX Converts provided HTML markup by rendering it and generating a DOCX document from the content. ::: :::ExpandableHeading ### Convert HTML to PDF This action takes your provided HTML markup, renders it as a web page, and then converts the rendered content into a PDF document. ::: :::ExpandableHeading ### Convert Images to PDF Converts one or more images into a single PDF document. ::: :::ExpandableHeading ### Convert JSON to CSV Transform a JSON data structure into a CSV file format. ::: :::ExpandableHeading ### Convert JSON to XLSX Transform a JSON data file into an XLSX Excel spreadsheet. ::: :::ExpandableHeading ### Convert PDF to Images Converts each page of a PDF document into separate image files in your chosen format (JPEG, PNG, GIF, or BMP). ::: :::ExpandableHeading ### Convert PPT to PPTX Converts a PPT (PowerPoint 97-2003) file into the newer PPTX (PowerPoint Open XML) format. ::: :::ExpandableHeading ### Convert PPTX to PDF This action converts a PowerPoint (PPTX) file into a PDF document. ::: :::ExpandableHeading ### Convert XLS to XLSX Converts an XLS spreadsheet file into the newer XLSX format. ::: :::ExpandableHeading ### Convert XLSX to PDF This action converts an XLSX spreadsheet file into a PDF document. ::: :::ExpandableHeading ### Convert to PDF Converts an uploaded file into a PDF format; see the documentation for a complete list of supported file types. ::: :::ExpandableHeading ### Create Archive Compresses selected files and combines them into a single ZIP archive file. ::: :::ExpandableHeading ### Create HTML from template Processes an HTML file or raw HTML content by finding special tokens enclosed in double curly braces and replacing them with the provided data values. ::: :::ExpandableHeading ### Create document from DOCX template Replaces placeholder tokens enclosed in double curly braces within a DOCX document with your specified data values. ::: :::ExpandableHeading ### Create document from PPTX template Replaces placeholder tokens enclosed in double curly braces within a PPTX document with your specified data values. ::: :::ExpandableHeading ### Create document from XLSX template Replaces special tokens enclosed in double curly braces within an XLSX document with your specified data values. ::: :::ExpandableHeading ### Extract text from PDF Extracts the text content from a PDF document and saves it as either a plain text file or an HTML file. ::: :::ExpandableHeading ### Fill in Merge Fields in DOCX Document Populates specified merge fields in a DOCX document with the data you provide. ::: :::ExpandableHeading ### Fill in PDF Form Populates a PDF form with the specified data you provide. ::: :::ExpandableHeading ### Get Form from PDF Extracts data entered into fields of a fillable PDF form and returns a JSON object, where each key is the name of a form field and each value is the data entered into that specific field. ::: :::ExpandableHeading ### Get PDF Protection Information Checks and returns whether a specific PDF document is protected by a password. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Merge DOCX Combines several DOCX documents into one consolidated DOCX file. ::: :::ExpandableHeading ### Merge any files into PDF Combine several files of various formats into one consolidated PDF document. ::: :::ExpandableHeading ### Parse CSV Converts a CSV file into a JSON array, where each object in the array represents a single row from the CSV. ::: :::ExpandableHeading ### Protect PDF Document Apply password protection, restrict copying, printing, and set other security options on a PDF file. ::: :::ExpandableHeading ### Regular Expression Match Finds every instance of a specified regular expression within the input string and returns all matching results. ::: :::ExpandableHeading ### Regular Expression Replace Replaces every occurrence of text that matches a given regular expression pattern within a string with your specified replacement text. ::: :::ExpandableHeading ### Regular Expression Test Check if the provided regular expression finds a matching segment within the specified input string. ::: :::ExpandableHeading ### Split PDF Split a PDF file based on its bookmarks, divide it into equal-sized sections, or extract specific pages as separate files. ::: :::ExpandableHeading ### Start Document Generation Process Populates a template associated with the chosen process using the provided JSON data. ::: :::ExpandableHeading ### Watch Finished Process Creates a webhook that triggers automatically when a specified process has completed. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Plumsail Documents resources You can have access to more resources related to this app on the following links - [Plumsail Documents topics on Make community](https://community.make.com/search?q=Plumsail%20Documents) - [Plumsail Documents website](https://plumsail.com/documents/?utm_source=make\&utm_medium=partner\&utm_campaign=main_integration_page) - [Plumsail Documents API documentation](https://plumsail.com/docs/documents/v1.x/index.html) - [Plumsail Documents page on make](https://www.make.com/en/integrations/plumsail-documents) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::