Salesflare Salesflare Integrations

Plumsail Documents and Salesflare

Documents plumsail.com ↗

How to connect Plumsail Documents

About Plumsail Documents

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

Plumsail Documents operations on Zapier

Triggers (1)

Start a workflow when this happens

  • Process Finished — Trigger when a process finished.

Actions (43)

Things Salesflare can make it do

  • Add HTML Watermark to PDF — Add a HTML watermark with customizable settings to a PDF file.
  • Add Image Watermark to PDF — Add an image watermark with customizable settings to a PDF file
  • Add PDF Watermark to PDF — Add a PDF watermark with customizable settings to a PDF file.
  • Add Text Watermark to PDF — Add a text watermark with customizable settings to a PDF file
  • Compress PDF — Compress PDF document size if possible and optimize it.
Show 38 more actions
  • Convert CSV to Excel File (XLSX) — Takes CSV and converts it to XLSX document.
  • Convert DOC to DOCX — This action takes DOC document and converts it to DOCX.
  • Convert DOCX to PDF — This action takes DOCX document and converts it to PDF.
  • Convert Email to PDF — Takes EML or MSG file and converts it to PDF
  • Convert HTML to DOCX — Takes HTML markup, renders it and converts to DOCX document.
  • Convert HTML to PDF — This action takes HTML markup, renders it and converts to PDF document.
  • Convert Images to PDF — Takes images and converts them to a PDF document
  • Convert JSON to CSV — Takes JSON and converts it to CSV file.
  • Convert JSON to Excel File (XLSX) — Takes JSON and converts it to XLSX document.
  • Convert PDF to BMP Image — Takes PDF document and converts it to BMP image.
  • Convert PDF to JPEG Image — Takes PDF document and converts it to JPEG image.
  • Convert PDF to PNG Image — Takes PDF document and converts it to PNG image.
  • Convert PDF to Text — Extract text from PDF takes PDF document and extracts text to Raw or HTML format.
  • Convert PPT to PPTX — This action takes PPT document and converts it to PPTX.
  • Convert PPTX to PDF — This action takes PPTX document and converts it to PDF.
  • Convert XLS to XLSX — This action takes XLS document and converts it to XLSX.
  • Convert XLSX to PDF — This action takes XLSX document and converts it to PDF.
  • Convert to PDF — Takes any file and converts it to PDF. Refer to Plumsail documentation for the list of supported extensions
  • Create Archive — Compresses and adds files to a ZIP archive.
  • Extract From Archive — Extract files from archive.
  • Fill Merge Fields in DOCX Document — 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 in PDF Form — Fill in PDF Form fills out PDF from by provided data.
  • Generate Document From DOCX Template — Creates DOCX document from a template, replacing special {{tokens}} in it with data specified in the Data field.
  • Generate Document From Fillable PDF — Fills Out PDF form by provided data.
  • Generate Document From HTML Template — Creates HTML from a template, replacing special {{tokens}} in it with data specified in the Data field.
  • Generate Document From PPTX Template — Creates PPTX document from a template, replacing special {{tokens}} in it with data specified in the Data field.
  • Generate Document From XLSX Template — Creates XLSX document from a template, replacing special {{tokens}} in it with data specified in the Data field.
  • Get Form From PDF — Get Form from PDF returns fillable form data from PDF as JSON.
  • Get Information About PDF Protection — Get information about PDF protection returns information whether the document is password protected.
  • Merge Any Files Into PDF — Convert and merge multiple files into a single PDF document.
  • Merge DOCX Files — Takes an array of DOCX documents and merge it into single file.
  • Parse CSV — Parse CSV
  • Protect PDF — Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
  • Regexp Match — Regular Expression Match searches for an input string for all occurrences of a regular expression and returns all the matches.
  • Regexp Replace — Regular Expression Replace replaces all strings that match a regular expression pattern with a specified replacement string in a specified input string.
  • Regexp Test — 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.
  • Split PDF — Takes PDF document and splits it.
  • Start Process — Start the process and return generated document.

Plumsail Documents operations on Make

Triggers (1)

Start a workflow when this happens

  • Watch Finished Process — Creates a webhook that runs when the process is finished

Actions (33)

Things Salesflare can make it do

  • Add Watermark to PDF Document — Add a watermark to PDF Document which can be text, an image, or other PDF
  • Compress PDF Document — Reduces PDF Document's size by compressing images in the document and performing other optimizations if possible
  • Convert CSV to XLSX — Convert CSV to XLSX Excel File
  • Convert DOC to DOCX — Takes DOC document and converts it to DOCX
  • Convert DOCX to PDF — This action takes DOCX document and converts it to PDF
Show 28 more actions
  • Convert Email to PDF — Takes EML or MSG file and converts it to PDF
  • Convert HTML to DOCX — Takes HTML markup, renders it and converts to DOCX document.
  • Convert HTML to PDF — This action takes HTML markup, renders it and converts to PDF document
  • Convert Images to PDF — Takes images and converts them to a PDF document
  • Convert JSON to CSV — Convert JSON to CSV file
  • Convert JSON to XLSX — Convert JSON to XLSX Excel File
  • Convert PPT to PPTX — Takes PPT document and converts it to PPTX
  • Convert PPTX to PDF — This action takes PPTX document and converts it to PDF
  • Convert XLS to XLSX — Takes XLS document and converts it to XLSX
  • Convert XLSX to PDF — This action takes XLSX document and converts it to PDF
  • Convert to PDF — Takes a file and converts it to PDF. Refer to documentation for list of all supported file extensions
  • Create Archive — Compresses and adds files to a ZIP archive
  • Create HTML from template — Takes HTML file or Raw HTML and replaces special tokens in double curly braces with specified data.
  • Create document from DOCX template — Takes DOCX document and replaces special tokens in double curly braces with specified data.
  • Create document from PPTX template — Takes PPTX document and replaces special tokens in double curly braces with specified data.
  • Create document from XLSX template — Takes XLSX document and replaces special tokens in double curly braces with specified data.
  • Extract text from PDF — Extract text from PDF document into a text or HTML file
  • Fill in Merge Fields in DOCX Document — Fills in Merge Fields in DOCX with provided data
  • Fill in PDF Form — Fills in PDF form with provided data
  • Get Form from PDF — Extracts form data from a fillable PDF, returning a JSON object where each key represents a form input name and the corresponding value is the input's filled data.
  • Get PDF Protection Information — Returns information whether the PDF document is password protected
  • Make an API Call — Performs an arbitrary authorized API call.
  • Merge DOCX — Takes multiple DOCX documents and merges them into a single file
  • Merge any files into PDF — Convert and merge multiple files into a single PDF document.
  • Protect PDF Document — Add password, copy, printing, and other protections to a PDF file.
  • Regular Expression Replace — Replaces all strings that match a regular expression pattern with a specified replacement.
  • Regular Expression Test — Evaluate whether provided regular expression matches any part of a given input string
  • Start Document Generation Process — Fills a template related to the selected process with the JSON data

Searches (4)

Look up existing records

  • Convert PDF to Images — Takes PDF document and converts it to images of specified format (JPEG, PNG, GIF or BMP)
  • Parse CSV — Parses CSV and returns JSON array with each object corresponding to the CSV row
  • Regular Expression Match — Searches input string for all occurrences of a regular expression and returns all the matches.
  • Split PDF — Split PDF by bookmarks, into equal chunks or by extracting specific pages

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