Create Excel and PDF documents with Plumsail and send them in SendGrid
Make.com4 modulesv1.0Run 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.
About this workflow
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.
How to import this Make.com workflow
- 1
Download the blueprint JSON file after purchase.
- 2
Open Make.com → go to Scenarios → click Import Blueprint.
- 3
Select the downloaded JSON file and confirm.
- 4
Connect your app credentials in each module.
- 5
Run once manually to test, then activate the schedule.
Setup guide
Setup guide included
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- JSON blueprint — instant download
- Setup guide PDF included
- 5 downloads · valid 30 days
- Works with Make.com
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