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Create Excel and PDF documents with Plumsail and send them in SendGrid

Create Excel and PDF documents with Plumsail and send them in SendGrid

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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 SendGrid.

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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.

SendGrid
Add Emails to Global Suppression

Adds recipient email address to the global suppression group.

Action
SendGrid
Add Recipients to a List (Legacy)

Adds existing recipients to a list. Using Legacy Marketing Campaigns API.

Action
SendGrid
Add or Update a Contact (New)

Creates new contact or updates existing based on the email address. Using New Marketing Campaigns API.

Action
SendGrid
Add or Update a Recipient (Legacy)

Adds a new recipient or updates an existing one based on the email address. Using Legacy Marketing Campaigns API.

Action
OneDrive
Copy a File

Copies a file into new folder location.

Action
OneDrive
Create a Folder

Creates a new folder.

Action
SendGrid
Create a List (Legacy)

Creates a new list. Using Legacy Marketing Campaigns API.

Action
SendGrid
Create a List (New)

Creates a new list. Using New Marketing Campaigns API.

Action
SendGrid
Delete Blocks

Deletes either all or specific emails on your block list.

Action

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Create Excel and PDF documents with Plumsail and send them in SendGrid | Make