Gmail + Zapier Chrome extension + Google Drive + Plumsail Documents
Create Excel and PDF documents with Plumsail and send them via Gmail with new Zapier Push triggers in Chrome
Create documents when you need them with one push of the Zapier Chrome extension. Simply add custom fields to provide the required information. This Zap will automatically retrieve a template from Google Drive, generate, and convert the document with Plumsail Documents. The resulting files will be sent through Gmail, keeping your stakeholders effortlessly in the loop.
Create documents when you need them with one push of the Zapier Chrome extension. Simply add custom fields to provide the required information. This Zap will automatically retrieve a template from Google Drive, generate, and convert the document with Plumsail Documents. The resulting files will be sent through Gmail, keeping your stakeholders effortlessly in the loop.
- 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...Find a File
Search for a specific file by name.
- 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
Triggers when a new email appears in the specified mailbox.
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