Use Zapier

Zapier allows you to connect the Processes to thousands of other web applications.

By connecting your systems to document generation, you’ll get rid of repetitive work that usually slows you down. There is hardly an application you can’t connect to Plumsail Documents via Zapier. Now Zapier includes more than 3000 apps.

In this article, we’ll show the working principles in the simple example of connecting Plumsail Documents and Google Calendar.

Introduction to Zapier

But first, let’s learn the basics. Zaps are automated connections between apps in Zapier. Every Zap has a trigger - an event that makes this Zap start. And after the trigger, an action or a series of actions follow to bring the desired result.

Some apps integrated with Zapier have both triggers and actions. Some have either triggers or actions.

Plumsail Documents includes an action Start Process.

Start process in Zapier

Create zaps with Plumsail Documents

You can generate personalized documents based on data from thousands of apps in Zapier. Various events can trigger an automated connection of apps - a Zap. It can be web form entries, new rows in sheets, new events in calendars, new opportunities in CRM - the list is never-ending.

We’ll show how to handle Plumsail Documents action - Start Process - in Zapier.

Let us say you have a Google Calendar for conferences. You need to generate personalized invitations.

This is how our Zap looks:

sample zap

Set trigger

The first step is a trigger. In this particular case, it’s a new event in the Google Calendar.

When a new event is added to the Google Calendar, the process of generating tickets for this event will start.

Start Process in Plumsail Documents

After setting a trigger, add an action Start process. For that, search for Plumsail Documents, choose an action Start Process.

sample zap

Click Continue. If this is your first Zap, at this point, you’ll need to Sign in to your Plumsail Account from Zapier to establish a connection between the app and your account. If you already have a Plumsail account tied to the app, you can add another one at this step, and use it instead.

Choose the process you want to start by this Zap from the dropdown.

select process

The next step is to customize Start Process.

Customize Start Process

Zapier pulls data on tokens from a document template when you create a new process and save the template. All you need to do is to fill the fields to populate the template. Use the output from the trigger to specify values for populating the template:

JSON data in Zapier

Multiple line items

Sometimes you need to display a collection of items. For example, a collection of products in the invoice. You used nested tags with a dot operator (like {{products.name}}, {{products.cost}}, etc.) to let the process know that you want to display properties from some object.

In Zapier, the object will be outlined. As the Plumsail Documents integration supports line items, it’s possible to use the output arrays from the trigger to specify values:

line items example

The templating engine will automatically add information for each item.

Template table result

Use the result file in Zapier

It’s possible to use the output of the Start process action further in the zap.

You’ll be able to add the result file as an attachment:

use result file in Zapier

Trigger zap when process finished

Sometimes you need to do some actions when a process of document generation is finished.

You can use “Process finished trigger” to start your zap when the document generation process is finished.

Process finished trigger

The trigger returns an URL of the generated document. You can use it to send an email with the document as an attachment.

Zapier send email Zapier send email

Find your app to connect

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