Documents: 39 new Zapier actions

Plumsail Documents has rolled out 39 new actions for Zapier. From splitting and merging PDFs to automating file conversions and data extraction, these actions are here just in time for the holiday season :christmas_tree::zap: Let's dive in! :rocket:

Split & merge PDFs

Effortlessly manage PDFs with these actions:

Split PDF

  • Extract specific pages from a PDF document
  • Divide a PDF into equal-sized chunks
  • Split PDFs by bookmarks

Merge PDF
Need to combine multiple PDFs into one? Use the Merge PDF action to create a single file in seconds.

Convert files

With the new Plumsail Documents actions, you can easily convert documents and images to PDF, upgrade older MS Office formats to the latest versions, and much more.

Fill out & Extract data from PDF forms

  • Fill in PDF Form: Populate fillable PDFs automatically based on triggers like new rows, submissions, or CRM updates. You can even lock fields if needed.
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  • Extract data with Get Form from PDF: Get data from fillable PDFs and use it across your workflows—populate documents, sync with systems, and much more.

Add watermarks, read CSV, use RegEx, and more

You can do many more things than those listed above. You can also:

  • Add watermarks to PDFs
  • Parse CSV files to populate documents or dashboards
  • Use powerful RegEx actions (Match, Replace, Test) to manipulate data for any use case
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    And that's not all—check out the complete list of currently available actions.
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