Automated workflow Outlook email with attachments based on form responses
Hi all :)
I am trying to figure out how to create an automated workflow that will email the respondent PDF forms based on their answers. To put it into context, we will be having new providers "registering" themselves using a form where I would like to have them select which programs/software they need access to. In order for them to get access, they need to fill out program/software agreement forms (like access to a client records database). I am hoping to create a workflow that sends them a copy of the specific forms they need to sign, based on which programs they need access to.
Thank you for registering with our program! You indicated that you need access to Asana and Miro. Please sign the attached forms and --- back to us, so we can get you started."
Ideally, if they can reupload them to SmartSheet or have some way to send them back signed to us, it will then be forwarded to the appropriate admins of the programs/software.
Is this possible?