Sending automation (alert) including an attachement

12/13/21
Answered - Pending Review

Hi,

I have row with either one or two PDFs attached that the document builder just created based on the data from the row. I'd like to add an automated trigger to send the attachments to the user (contact in a column). Is there a way to just include the attachments in an alert email?

Thanks,

Zsolt

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Zsolt

    I hope you're well and safe!

    Yes, but it will be sent as links to the attachments.

    • You could add an Alert and set the to Trigger to When An attachment is Added.

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Thanks, Andrée!

    I ended up adding the PDFs to the row and then for now send out a message manually. Because we're sending two PDFs the attachment the trigger doesn't know which one which. Ideally, sending an attachment should be triggered by a field with a customized message.

    Zsolt

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