Workflow to send Document Builder attachment

jb@59069

Hello,

I am trying to create a Workflow to automatically send an attachment generated with the Document Builder.

We have the fillable PDF file built and it works fine with the "Generate Documents" command. We can even batch create the documents for multiple rows and have the attachments show up.

However, the problem comes in attempting to have the attachment(s) emailed to the people in the Contact List via a Workflow.

In creating a workflow and attempting to have it activate upon the attachment being created, it seems this is not possible due to the "AND" criteria in setting up the Workflow. Apparently there must be something else in the row changed AND an attachment added.

Since there is nothing in the row that needs to change other than having this generated document added to the Attachment, is there a way to make this work?

Sean Morgan

Hello @jb@59069 ,

I don't feel there currently is a better way to automate this currently. You may wish to raise an Enhancement Request using the hamburger / 3 horizontal line menu in the top left of this page.

Although I don't have full access to Zapier, you may wish to review this integration to identify if it can enhance your current experience here: https://help.smartsheet.com/articles/2006869-smartsheet-integration-with-zapier

Kindest Regards

Sean

Andrée Starå

Hi @jb@59069,

I hope you're well and safe!

Strange!

It should work.

I just set this up for a client.

Can you maybe share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!