Microsoft Outlook + Zapier Chrome extension + OneDrive + Plumsail Documents
Create Excel and PDF documents with Plumsail Documents from new Zapier Chrome Extension pushes and OneDrive templates and send them through Outlook
Create documents when you need it in one push of the Zapier Chrome extension. Add custom fields to provide the required information. The Zap will retrieve a template from OneDrive, generate, and convert the document with Plumsail Documents. The result files will be sent via Outlook attachments.
Create documents when you need it in one push of the Zapier Chrome extension. Add custom fields to provide the required information. The Zap will retrieve a template from OneDrive, generate, and convert the document with Plumsail Documents. The result files will be sent via Outlook attachments.
- When this happens...New Push
When you trigger this Zap from the Zapier Chrome extension, by default it will include the website’s title, URL, timestamp, and who triggered the Zap. You can add additional Input Fields if you’d like to include more information.
- automatically do this...
- then do this...Generate Document From XLSX Template
Creates XLSX document from a template, replacing special {{tokens}} in it with data specified in the Data field.
- then do this...Convert XLSX to PDF
This action takes XLSX document and converts it to PDF.
- then do this!Send Email
Send an email from your Outlook account.
- Free forever for core features
- 14 day trial for premium features & apps
Instructions
Input Fields (Optional)
Try ItFolder
Include Shared Files
Try ItFile or Folder to Copy
Destination Folder
New Name
Conflict Behavior
Copy Children Only
Include Version History
Folder
Folder NameRequired
Message TitleRequired
Message DetailsRequired
Folder
Include Shared Files
Try ItFolder
FileRequired
File Name
Item IDRequired
RecipientsRequired
Permission LevelRequired
Message
Require Sign In
Send Email Invitation
Expiration Date
Retain Inherited Permissions
