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

Make.comMake.com4 modulesv1.0
onedriveplumsail-documentssendgrid

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.

At a glance

Create Excel and PDF documents with Plumsail and send them in SendGrid is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects onedrive, plumsail-documents, sendgrid. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
Make.com
Connects
onedrive, plumsail-documents, sendgrid
Modules
4
Price
Free
Version
v1.0
Create Excel and PDF documents with Plumsail and send them in SendGrid workflow diagram

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.

Make.com

How to import this Make.com workflow

  1. 1

    Download the blueprint JSON file after purchase.

  2. 2

    Open Make.com → go to Scenarios → click Import Blueprint.

  3. 3

    Select the downloaded JSON file and confirm.

  4. 4

    Connect your app credentials in each module.

  5. 5

    Run once manually to test, then activate the schedule.

Setup guide

Setup guide included

Purchase to unlock the full step-by-step guide

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  • JSON blueprint — instant download
  • Setup guide PDF included
  • 5 downloads · valid 30 days
  • Works with Make.com

Need help setting this up?

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₹2,499/ session
3 hrs · video call
  • Configure live on Google Meet / Zoom
  • Free follow-up if workflow has defects
  • Platform expert assigned to you
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