Create Excel and PDF documents with Plumsail and send them in Outlook
Create Excel and PDF documents with Plumsail and send them in Outlook
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About
Run this scenario manually to create Excel and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a large attachment to an email.
Copies a file into new folder location.
Creates a new draft email.
Creates a new folder.
Deletes a file or folder.
Deletes an email.
Downloads a specified file.
Downloads an attachment from an email.
Forwards an email.
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How it works
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.