Make Logo
Get this template

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

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

Get this template
Make template animation background

Apps used in template

About

Share

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 SendGrid.

Similar templates for inspiration

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

FAQ

How do I get started with Make?
What is a scenario?
What is a module?
What is mapping?

See Make in action

See how Make works

image (48)

Trusted by 200,000+ customers

"Make really helped us to scale our operations, take the friction out of our processes, reduce costs, and relieved our support team. It is difficult to not become a fan."

teleclinic

Head of Operations at Teleclinic

"Make drives unprecedented efficiency within our business in ways we never imagined. It’s having an extra employee (or 10) for a fraction of the cost."

Cayden Phipps

COO at Shop Accelerator Martech

"The simplicity, flexibility and ability to build real complex automations without any knowledge of programming makes it the best thing since sliced bread."

Ekki Smaly

Product Owner at Smaily

"True citizen development in the entire company. Make is present in every department, empowering the company to offer a unique customer experience."

Andreas Wixler

CTO & Co-founder at FINN