Mailgun + Zapier Chrome extension + OneDrive + Plumsail Documents
Generate Excel and PDF files with Plumsail Documents and email via in Mailgun with new push commands in Zapier's Chrome extension
Use dynamic content to easily generate and send Excel/PDF 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 result files will be attached to an email to be sent through Mailgun, all without any added clicks or keystrokes.
Use dynamic content to easily generate and send Excel/PDF 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 result files will be attached to an email to be sent through Mailgun, all 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 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
Sends an email using your Mailgun 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
