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 PushWhen 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.
TriggerInstantThis event starts a Zap instantly. - automatically do this...

ActionSearchFind existing data in your app - then do this...

Generate Document From DOCX TemplateCreates DOCX document from a template, replacing special {{tokens}} in it with data specified in the Data field.
ActionWriteCreate a new record or update an existing record in your app. - then do this...

Convert DOCX to PDFThis action takes DOCX document and converts it to PDF.
ActionWriteCreate a new record or update an existing record in your app. - then do this!

Send EmailSend an email from your Outlook account.
ActionWriteCreate a new record or update an existing record in your app.
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Instructions
Input Fields (Optional)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.File or FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File or FolderRequired
Email Address
Permission ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File or Folder
Link TypeRequired
Link Scope
Expiration Date
Retain Inherited Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Include Shared Files
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Include Shared Files
ActionThis is an event a Zap performs.SearchFind existing data in your appPDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CSV fileRequired
Use first line as headers
Delimiter
Rows Count
Mapppings
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DOC fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Archive fileRequired
Password
Include Folders
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
Template engineRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTML fileRequired
Margins
Paper Size
Orientation
Header HTML file
Footer HTML file
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Image contentRequired
Watermark position
Opacity
Watermark image width
A new height for the image that will be using for watermark
Auto scale
X coordinate
Y coordinate
Start page
End page
Pages
Password
PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JSON file
JSON data
Mapppings
Path to JSON array
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Preserve Bookmarks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Result Type
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PPTX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Enable printingRequired
Enable modificationRequired
Enable extract dataRequired
Enable annotateRequired
PDF owner password
PDF user password
Current password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
Replacement string
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Process NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Text contentRequired
Rotation
Font
Bold
Italic
Text Align
Font Size
Color
Watermark position
Opacity
X coordinate
Y coordinate
Start page
End page
Password
PDF owner password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.XLS fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shared MailboxRequired
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Destination FolderRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body Format
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Email IDRequired
To RecipientsRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appShared Mailbox
Email IDRequired
Attachment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Message TitleRequired
Message DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File or Folder to Copy
Destination Folder
New Name
Conflict Behavior
Copy Children Only
Include Version History
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder
FileRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy
File or FolderRequired
Destination Folder
New Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File or Folder
RecipientsRequired
Permission LevelRequired
Message
Require Sign In
Send Email Invitation
Expiration Date
Retain Inherited Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Folder
File NameRequired
Text ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFile IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFile or FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilenameRequired
File to convertRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File nameRequired
Password
FilesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DOCX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email fileRequired
Merge Attachments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
JSON dataRequired
Lock form fields
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DataRequired
Template fileRequired
Output type
Locale
Timezone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Raw HTML
HTML file
Margins
Size
Orientation
Decode HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ImagesRequired
Image Per Page
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.JSON file
JSON data
Delimiter
Path to JSON array
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FilesRequired
Apply header and footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Content of CSV documentRequired
Delimiter
Rows Count
Use first line as headers
Locale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Filename Prefix
DPI
Pages
Start Page
End Page
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Overlay fileRequired
Overlay layer
Start page
End page
Pages
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PPT fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Regular expression patternRequired
String to search for matchesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PDF fileRequired
Split typeRequired
Filename Prefix
Password
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.XLSX fileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Distribution listRequired
User emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
Enable Reminder
Categories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Flag ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Mark asRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Categories to RemoveRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ImportanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup email address or IDRequired
Search Term
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app




