Brevo + Zapier Chrome extension + OneDrive + Plumsail Documents

Generate Excel and PDF documents and email them via Brevo with new Zapier Push triggers

Need to send a Brevo transaction email with dynamic documents? Start this Zap through a Zapier Chrome extension and it will automatically retrieve a template from OneDrive, then generate, and convert documents with Plumsail Documents. The files will then be attached to a transactional email, reaching your specified recipients without the need for manual outreach.

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.
TriggerInstant
automatically do this...
ActionSearch
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.
ActionWrite
then do this...
Convert XLSX to PDF
This action takes XLSX document and converts it to PDF.
ActionWrite
then do this!
Send Transactional Email
Sends an email from your Brevo account with HTML or plain text content.
ActionWrite

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Supported triggers and actions

- Instructions
- Input Fields (Optional)
Trigger
Instant
Try It
- Folder
- Include Shared Files
Trigger
Polling
Try It
- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Folder
- Folder NameRequired
Action
Write
- Item IDRequired
- Link TypeRequired
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write

- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search QueryRequired
- Include Shared Files
Action
Search

- Search QueryRequired
- Include Shared Files
Action
Search
- FilenameRequired
- File to convertRequired
Action
Write
- File nameRequired
- Password
- FilesRequired
Action
Write
- DOCX fileRequired
Action
Write
- Email fileRequired
- Merge Attachments
Action
Write
- PDF fileRequired
- JSON dataRequired
- Lock form fields
- Password
Action
Write
- DataRequired
- Template fileRequired
Action
Write
- DataRequired
- Template fileRequired
- Locale
- Timezone
Action
Write
- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
Action
Write
- Raw HTML
- HTML file
- Margins
- Size
- Orientation
- Decode HTML
Action
Write
- ImagesRequired
- Image Per Page
Action
Write
- JSON file
- JSON data
- Delimiter
- Path to JSON array
- Locale
Action
Write
- FilesRequired
- Apply header and footer
Action
Write
- Content of CSV documentRequired
- Delimiter
- Rows Count
- Use first line as headers
- Locale
Action
Write
- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF fileRequired
- Overlay fileRequired
- Overlay layer
- Start page
- End page
- Pages
Action
Write
- PPT fileRequired
Action
Write
- Regular expression patternRequired
- String to search for matchesRequired
Action
Write
- Regular expression patternRequired
- String to search for matchesRequired
Action
Write
- PDF fileRequired
- Split typeRequired
- Filename Prefix
- Password
Action
Write
- XLSX fileRequired
Action
Write
- Campaign StatusRequired
Trigger
Polling
Try It
Contact Added
Triggers when a Brevo contact is added.
Trigger
Polling
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if Contact ExistsRequired
- Email
- Mobile number of contact (SMS)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Attributes (Deprecated)
- Treat values as category ID for attributes of type `category`
Action
Write
- Company Name or IDRequired
Action
Write
- Update if the deal already existRequired
- Deal name or IDRequired
- Use Category IDs for Attributes
- Deal PipelineRequired
- Deal StageRequired
Action
Write
- Deal name or IDRequired
Action
Write
- Record typeRequired
Action
Write
- ToRequired
- Cc
- Bcc
- Sender Name
- Sender EmailRequired
- Reply to Name
- Reply to EmailRequired
- SubjectRequired
- HTML Content
- Text Content
- Attachments Url
- Attachment Files
- Tags
Action
Write
- Email of contactRequired
- Lists to unsubscribeRequired
Action
Write

- Message TitleRequired
- Message DetailsRequired
Action
Write
- Folder
- Include Shared Files
Trigger
Polling
Try It
- Folder
- FileRequired
- File Name
Action
Write
- Item IDRequired
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Folder
- File NameRequired
- Text ContentRequired
Action
Write
- Drive IDRequired
Action
Search
- File IDRequired
Action
Search
- Process NameRequired
Trigger
Instant
Try It
- PDF fileRequired
- Password
Action
Write
- CSV fileRequired
- Use first line as headers
- Delimiter
- Rows Count
- Mapppings
- Locale
Action
Write
- DOC fileRequired
Action
Write
- Archive fileRequired
- Password
- Include Folders
Action
Write
- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
- Template engineRequired
Action
Write
- DataRequired
- Template fileRequired
- Password
Action
Write
- DataRequired
- Template fileRequired
- Output type
- Locale
- Timezone
Action
Write
- PDF fileRequired
- Password
Action
Write
- HTML fileRequired
- Margins
- Paper Size
- Orientation
- Header HTML file
- Footer HTML file
Action
Write
- 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
Action
Write
- JSON file
- JSON data
- Mapppings
- Path to JSON array
- Locale
Action
Write
- FilesRequired
- Preserve Bookmarks
Action
Write
- PDF fileRequired
- Password
Action
Write
- PDF fileRequired
- Filename Prefix
- DPI
- Pages
- Start Page
- End Page
- Password
Action
Write
- PDF fileRequired
- Result Type
- Start Page
- End Page
- Password
Action
Write
- PPTX fileRequired
Action
Write
- FileRequired
- Enable printingRequired
- Enable modificationRequired
- Enable extract dataRequired
- Enable annotateRequired
- PDF owner password
- PDF user password
- Current password
Action
Write
- Regular expression patternRequired
- String to search for matchesRequired
- Replacement string
Action
Write
- Process NameRequired
Action
Write
- 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
Action
Write
- XLS fileRequired
Action
Write
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- List NameRequired
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if the company already existRequired
- Company name or IDRequired
- Use Category IDs for Attributes
Action
Write
- Company name or IDRequired
Action
Write
- Deal name or IDRequired
Action
Write
- Email of contact
- Mobile number of contact
Action
Write
- Record typeRequired
Action
Write
- EmailRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Related categories

Email Newsletters

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

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

Similar apps

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

Related Zap Templates

Send Brevo emails with Word and PDF documents generated by Plumsail from new Zapier Chrome extension pushes and OneDrive templates

Related Zap Templates

Send Brevo emails with Word and PDF documents generated by Plumsail from new Zapier Chrome extension pushes and OneDrive templates

Brevo + Zapier Chrome extension + OneDrive + Plumsail Documents

Generate Excel and PDF documents and email them via Brevo with new Zapier Push triggers

New Push

New File

Copy File or Folder

Create Folder

Create Sharing Link

API Request (Beta)

Find File

Find Folder

Convert to PDF

Create Archive

Convert DOCX to PDF

Convert Email to PDF

Fill in PDF Form

Fill Merge Fields in DOCX Document

Generate Document From HTML Template

Generate Document From XLSX Template

Convert HTML to DOCX

Convert Images to PDF

Convert JSON to CSV

Merge DOCX Files

Parse CSV

Convert PDF to BMP Image

Convert PDF to PNG Image

Add PDF Watermark to PDF

Convert PPT to PPTX

Regexp Match

Regexp Test

Split PDF

Convert XLSX to PDF

New Campaign Status

Contact Added

Contact Unsubscribed

Marketing Email Delivered

Marketing Email Opened

Transactional Email Delivered

Add or Update Contact

Delete Company

Add or Update Deal

Find Deal

Add or Update Associations

Send Transactional Email

Unsubscribe Contact

Reply to Chrome

New Folder

Upload File

Create Sharing Invitation

Create Text File

Find Drive by ID

Find File or Folder by ID

Process Finished

Compress PDF

Convert CSV to Excel File (XLSX)

Convert DOC to DOCX

Extract From Archive

Generate Document From DOCX Template

Generate Document From Fillable PDF

Generate Document From PPTX Template

Get Form From PDF

Convert HTML to PDF

Add Image Watermark to PDF

Convert JSON to Excel File (XLSX)

Merge Any Files Into PDF

Get Information About PDF Protection

Convert PDF to JPEG Image

Convert PDF to Text

Convert PPTX to PDF

Protect PDF

Regexp Replace

Start Process

Add Text Watermark to PDF

Convert XLS to XLSX

Link Clicked

Contact Subscribed to Specific List(s)

Contact Updated

Marketing Email Hard Bounced

Transactional Email Hard Bounced

Transactional Email Opened

Add or Update Company