Plumsail Documents Make integrationAutomate Plumsail Documents with Make.

Puts a visible mark on a PDF so anyone who opens it knows its status or where it came from. The mark can be plain text, an image such as a logo, or another PDF laid over the pages.

Makes a heavy PDF lighter, mostly by squeezing the images inside it and applying other optimizations where the file allows. Scanned reports and photo-heavy brochures shrink the most.

Turns a raw CSV export into a proper Excel workbook that colleagues can open without fiddling with separators or encoding. The data stays the same; only the container changes.

Brings an old Word DOC file up to the modern DOCX format. That matters here because the template and merge modules of Plumsail work on DOCX, not on the legacy format.

Freezes a Word document into a PDF, so the layout looks the same on every screen and nobody edits the text by accident. It is the natural last step after filling a DOCX template.

Takes a saved email, either an EML or an MSG file, and prints it to PDF. You get a readable record of the message that fits in any document folder.

Renders HTML markup and hands you back an editable Word document. Headings, tables and bold text you wrote in HTML come out as Word formatting someone can still tweak.

Renders your HTML markup and saves the result as a PDF. Handy for receipts, certificates and one-page summaries you already write in HTML.

Gathers pictures into a single PDF document. Photos of receipts, scanned pages or site pictures become one file that is easier to send and to archive than a pile of images.

Flattens JSON data into a CSV file that any spreadsheet or import tool accepts. Useful when an API answer is full of useful rows but nobody can read it as is.

Builds an Excel file straight from JSON data, skipping the CSV detour. The result opens directly in Excel with rows and columns already in place.

Updates an old PowerPoint PPT file to the current PPTX format, the one the PPTX template module and the PDF conversion expect.

Turns a slide deck into a PDF that anyone can open without PowerPoint. Slides keep their layout and become pages you can print or attach.

The catch-all converter: give it a file and it returns a PDF, whatever the source format, as long as Plumsail supports that extension. One module replaces a chain of specific ones.

Upgrades a legacy XLS spreadsheet to XLSX, so the XLSX template module and the PDF export can work with it.

Saves an Excel workbook as a PDF, which is how you send numbers without letting anyone change a cell. Tables, totals and formatting come out as a fixed page.

Packs several files into a single ZIP. Recipients download one file instead of ten, and your storage gets one tidy item per case.

The heart of the app for many teams: you write a Word model with tokens in double curly braces, like {{client}}, and the module swaps each one for real data from the scenario.

Fills a PowerPoint deck the same way: tokens in double curly braces on the slides get replaced with the data you map. Each prospect can get a deck with their own name and figures.

Drops data into an Excel model by replacing tokens written in double curly braces. The model stays yours; only the tokens change from one file to the next.

Takes an HTML file or raw HTML, finds the tokens in double curly braces and fills them with your data. You get personalized HTML ready for an email body or for a PDF conversion.

Pulls the words out of a PDF into a text or HTML file, so the rest of the scenario can search, filter or store the content.

Fills classic Word merge fields, the ones created with the mail merge feature, with the data you provide. Existing company templates can be automated without rewriting them with curly braces.

Writes your data into the fields of a fillable PDF, the kind official forms and bank documents often come as. The output is the same form, already completed.

Reads a fillable PDF that someone completed and returns its content as JSON: each input name paired with the value typed in. The answers become data the next modules can map.

Tells you whether a PDF is locked with a password before you try to do anything else with it. A simple yes or no that saves failed runs further down.

Your way out when no listed module does what you need: it sends any request to the Plumsail Documents API, reusing the connection you already created.

Converts several files of different types and joins them into one PDF. A Word file, a spreadsheet and a few images can end up as a single document.

Joins several Word documents into one DOCX that stays editable. Handy when a report is built from sections produced by different templates.

Locks a PDF with a password and can block copying, printing and other actions. Sensitive documents leave your scenario already secured.

Finds every piece of text that matches a pattern and swaps it for the replacement you choose. Good for cleaning phone numbers, masking IDs or fixing formats in one pass.

Answers one question: does this text contain a match for the pattern, yes or no? It checks without changing anything.

Hands your JSON data to a process you already designed in Plumsail, which then fills the template linked to it. The template itself stays managed in Plumsail, not in Make.

Turns the pages of a PDF into pictures in JPEG, PNG, GIF or BMP format. Thumbnails and previews become easy to publish.

Reads a CSV and gives you its rows as data: one JSON object per line, ready to map into other apps. No spreadsheet opens along the way.

Scans a text and returns every piece that matches your pattern, not just the first. Email addresses, invoice numbers or dates can be picked out of messy content.

Cuts a PDF into smaller documents, by bookmarks, into equal chunks, or by pulling out the pages you name. One bulky file becomes several focused ones.