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Plumsail Documents
Microsoft 365 Email (Outlook)

Connect Plumsail Documents and Microsoft 365 Email (Outlook)

Explore ready-made Plumsail Documents and Microsoft 365 Email (Outlook) templates and start automating in minutes.

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Create a custom workflow

Integrate Plumsail Documents with Microsoft 365 Email (Outlook) and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Plumsail Documents
Trigger: Watch Finished Process
Microsoft 365 Email (Outlook)
Action: Select an action
1. Select a trigger

  • Creates a webhook that runs when the process is finished

2. Select an action

  • Adds a large attachment to an email.

  • Creates a new draft email.

  • Deletes an email.

  • Downloads an attachment from an email.

  • Forwards an email.

  • Gets the metadata of a specified email.

  • Performs an arbitrary authorized API call.

  • Moves an email to a selected folder in the mailbox.

  • Replies to the sender of an email.

  • Sends a draft email.

  • Sends a new MIME or S-MIME message. Requires a fully pre-built MIME message — for S/MIME, the message must already be signed or encrypted outside Make.

  • Creates and sends a new email immediately.

  • To make SMTP/IMAP calls with a Microsoft OAuth connection, please use the app named "Email".

  • Updates an existing email.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Plumsail Documents and Microsoft 365 Email (Outlook).

Add an Attachment
Adds a large attachment to an email.
Action
Add Watermark to PDF Document
Add a watermark to PDF Document which can be text, an image, or other PDF
Action
Compress PDF Document
Reduces PDF Document's size by compressing images in the document and performing other optimizations if possible
Action
Convert CSV to XLSX
Convert CSV to XLSX Excel File
Action
Convert DOC to DOCX
Takes DOC document and converts it to DOCX
Action
Convert DOCX to PDF
This action takes DOCX document and converts it to PDF
Action
Convert Email to PDF
Takes EML or MSG file and converts it to PDF
Action
Convert HTML to DOCX
Takes HTML markup, renders it and converts to DOCX document.
Action
Convert HTML to PDF
This action takes HTML markup, renders it and converts to PDF document
Action
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Popular Plumsail Documents and Microsoft 365 Email (Outlook) workflows

Connect Plumsail Documents and Microsoft 365 Email (Outlook) with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

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

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.

Create Excel and PDF documents with Plumsail and send them in Outlook
Use template
App Families

Create Word and PDF documents with Plumsail and send them in Outlook

Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.

Create Word and PDF documents with Plumsail and send them in Outlook
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.