Quick Answer
The PlumSail Documents MailerCheck integration automatically verifies recipient email addresses before generating and sending custom documents to ensure high deliverability. Because there is no native integration between the two platforms, they connect using automation tools like Zapier & Make. This workflow is ideal for operations and marketing teams at B2B companies looking to eliminate bounced emails and protect sender reputations when dispatching automated PDFs and contracts.
PlumSail Documents vs. MailerCheck Overview
| Attribute | PlumSail Documents | MailerCheck |
|---|---|---|
| Category | Document Generation | Email Verification |
| Starting Price | $15 per user/month, billed annually (Starter plan) | $20 per month for up to 10,000 credits (Pay as you go) |
| Core Features | Template based generation, Dynamic PDF creation, Electronic signature routing, Multi source data binding, Automated delivery workflows | Bulk email verification, Real time API validation, Spam trap detection, Disposable email filtering, Deliverability analytics |
| Role in This Integration | Generates and delivers custom dynamic documents and PDFs using defined templates. | Validates and verifies recipient email addresses prior to document generation and delivery. |
Why Build a PlumSail Documents MailerCheck Integration
When your business relies on automated document generation—such as invoices, proposals, or contracts—invalid email addresses can disrupt your workflow, damage sender reputations, and lead to lost revenue.
The primary use case is to automatically verify recipient email addresses before generating and sending custom documents to ensure high deliverability. Integrating MailerCheck's real-time API validation and disposable email filtering into your PlumSail Documents workflow prevents failed deliveries at the source. If a lead or client submits a mistyped or inactive email address, MailerCheck flags it before PlumSail spends resources generating a customized PDF or contract. This keeps your document delivery pipeline clean, automated, and efficient.
Step-by-Step Setup Guide
Step 1: Prepare Your Accounts and Data Sources
Before configuring your workflow, ensure you have active accounts for both PlumSail Documents and MailerCheck, along with an active account on Zapier or Make ready to bridge the two platforms. Set up your document template within PlumSail Documents using dynamic fields.
Step 2: Establish the Trigger Event
Log into your chosen automation platform (Zapier or Make) and create a new scenario or Zap. Set your trigger app to capture incoming data where a new contact or document request is initiated (such as a CRM submission or form entry). This incoming data packet must contain the recipient's email address and the parameters needed for your document.
Step 3: Add the MailerCheck Verification Step
Add an intermediate action step using MailerCheck. Map the recipient's email address field from your trigger event into MailerCheck's email verification action. This step executes a real-time API validation to check for typos, spam traps, and disposable email addresses.
Step 4: Configure Filters Based on Verification Status
Set up a conditional filter in your automation workflow immediately following the MailerCheck step. Ensure the automation only proceeds if MailerCheck marks the email address as valid or safe. If the email fails verification, route the workflow to an alternative path, such as adding the lead to a review queue or alerting your operations team.
Step 5: Connect PlumSail Documents for Generation
Add PlumSail Documents as the final action step in your workflow, configured to run only when the email passes validation. Map your verified contact data and variables into PlumSail's template-based generation feature. Test the full sequence end-to-end, verify that dynamic PDFs are created correctly, and activate your workflow to go live.
Common Troubleshooting Issues
Zapier or Make connection failing to authorize
- Symptom: The automation builder displays an authentication error when attempting to connect to PlumSail Documents or MailerCheck.
- Likely Cause: Incorrect API keys, expired tokens, or insufficient account permissions during the initial authorization step.
- Fix: Generate fresh API keys within your respective PlumSail and MailerCheck dashboards, copy them accurately, and re-authenticate your connection inside Zapier or Make.
Valid emails incorrectly flagged as risky
- Symptom: MailerCheck returns a warning status or flags a legitimate recipient email address, halting the PlumSail generation process.
- Likely Cause: Strict filtering rules or catch-all server configurations on the recipient's domain triggering MailerCheck's spam trap detection.
- Fix: Review your MailerCheck filtering thresholds and adjust your automation logic to handle specific risk categories according to your team's internal risk tolerance.
PlumSail Documents missing mapped data fields
- Symptom: The generated PDF or document arrives with blank spaces or unpopulated text placeholders.
- Likely Cause: Mismatch between the data fields outputted by the trigger/MailerCheck steps and the variable names defined inside the PlumSail template.
- Fix: Open your PlumSail template, verify the exact syntax of your dynamic data tags, and remap the corresponding fields in your Zapier or Make action step.
Documents sending to invalid addresses despite integration
- Symptom: Generated documents are dispatched to bad email addresses, resulting in delivery bounces.
- Likely Cause: The conditional filter step checking the MailerCheck verification result was omitted or configured incorrectly.
- Fix: Inspect your automation workflow and insert a strict filter rule that stops the sequence if the MailerCheck validation status is anything other than successful.
Frequently Asked Questions
Does PlumSail Documents integrate natively with MailerCheck?
No, there is no native integration built directly between the two platforms. Because of this, you must use third-party automation tools like Zapier & Make to connect PlumSail Documents and MailerCheck.
What is the primary benefit of combining PlumSail Documents and MailerCheck?
The primary benefit is ensuring high deliverability by validating recipient email addresses in real time before PlumSail Documents generates and sends customized PDFs or contracts. This prevents bounced emails and keeps your document workflows clean.
Do I need a paid plan on Zapier or Make to run this integration?
Whether you need a paid automation plan depends on the complexity of your workflow and monthly task volume. Multi-step workflows requiring filters and data routing often require a paid tier on Zapier or Make.
Can MailerCheck block disposable email addresses from generating PlumSail documents?
Yes, MailerCheck features disposable email filtering and spam trap detection. By adding MailerCheck to your workflow before PlumSail Documents, you can halt document generation for temporary or fake email addresses.
What happens to my data if an email fails MailerCheck verification?
If an email fails verification, your automation filter can be configured to stop the workflow or route the record to an alternative path, preventing PlumSail Documents from wasting resources on invalid recipients.
How much does it cost to set up this automated workflow?
Your total cost will depend on your usage volume and software tiers, starting at $15 per user/month, billed annually (Starter plan) for PlumSail Documents and $20 per month for up to 10,000 credits (Pay as you go) for MailerCheck, plus any applicable subscription fees for your automation platform.
Get Started with PlumSail Documents and MailerCheck
Ready to automate your document workflows and protect your email deliverability? Set up your accounts and build your integration today using the links below:
- Try PlumSail Documents
- Try MailerCheck
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