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.

  1. When this happens...
    Zapier Chrome extensionZapier Chrome extension
    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.

    TriggerInstant
  2. automatically do this...
    OneDriveOneDrive
    Find File

    Finds a file by name.

    ActionSearch
  3. then do this...
    Plumsail DocumentsPlumsail Documents
    Generate Document From XLSX Template

    Creates XLSX document from a template, replacing special {{tokens}} in it with data specified in the Data field.

    ActionWrite
  4. then do this...
    Plumsail DocumentsPlumsail Documents
    Convert XLSX to PDF

    This action takes XLSX document and converts it to PDF.

    ActionWrite
  5. then do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

    • Message TitleRequired

    • Message DetailsRequired

    Action
    Write
    • Info 1

    • Folder

    • Shared Folder

    • FileRequired

    • File Name

    Action
    Write
    • Info 1

    • Folder

    • Shared Folder

    • FileRequired

    • Name of New FileRequired

    Action
    Write
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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zapier-chrome-extension logo
zapier-chrome-extension logo

About Zapier Chrome extension

Run workflows right from your browser. Include the URL & Title of the current page or add fields to include any other data you want to use in your Zap.
Learn more

Related categories

  • Notifications
  • Productivity
  • Zapier
onedrive logo
onedrive logo

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.
Learn more

Related categories

  • File Management & Storage
  • Microsoft

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plumsail-documents logo
plumsail-documents logo

About Plumsail Documents

Generate documents from DOCX, XLSX, PPTX, HTML templates and populate fillable PDF forms. Automate your contracts, invoices, reports, tickets and more.
Learn more

Related categories

  • Documents