Microsoft Outlook + Zapier Chrome extension + OneDrive + Plumsail Documents
Create Word and PDF documents with Plumsail and email them via Microsoft Outlook with new Zapier Push triggers in Chrome
Create documents when you need it in one push of the Zapier Chrome extension. This Zap will automatically retrieve a template from OneDrive before generating and converting the document with Plumsail Documents. The files will then be sent through Outlook without any added clicks or keystrokes.
Create documents when you need it in one push of the Zapier Chrome extension. This Zap will automatically retrieve a template from OneDrive before generating and converting the document with Plumsail Documents. The files will then be sent through Outlook without any added clicks or keystrokes.
- 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 DOCX Template
Creates DOCX document from a template, replacing special {{tokens}} in it with data specified in the Data field.
- then do this...Convert DOCX to PDF
This action takes DOCX document and converts it to PDF.
- then do this!Send Email
Send an email from your Outlook account.
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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
