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Email Marketing

Email a completed Plumsail Documents PDF to the client via Gmail

When a Plumsail Documents PDF is ready, FlowMattic emails it to the client via Gmail so finished paperwork reaches them without a manual send.

Plumsail DocumentsPlumsail Documents GmailGmail
~5 min setup used by 692 sites

Free · import into FlowMattic in one click

How it works

Every step, explained

Import the template and this whole chain runs on autopilot — here's exactly what happens on each run.

Plumsail Documents → Gmail
2 steps
Plumsail Documents
TRIGGER
Plumsail Documents · Process Finished
The workflow starts automatically when a process is finished in Plumsail Documents. FlowMattic captures that data for the steps below.
Gmail
ACTION
Gmail · Send Email
Gmail — send an email to the recipient. Data is mapped from earlier steps; connect your Gmail account on import.
Why this workflow

Built to own, not to rent

No-code setup

Import the JSON, connect your accounts, and go live in minutes. Every step is pre-mapped — you only add your own credentials.

Runs on your server

Self-hosted on your WordPress install. No per-task fees, no data leaving your infrastructure, no monthly SaaS bill.

Fully customizable

Open it in the visual builder and reshape it — add branches, swap apps, insert filters. A starting point, not a cage.

Ready to automate your WordPress site?

Download this workflow free, or grab FlowMattic and own every automation on your site — no per-task fees, ever.