Is there a way to use Automation to send a PDF?

Gedwar

I know I can generate a fillable PDF or docusign, How could generate that same document and send to specific contact without having to have it fillable?

Andrée Starå

Hi @Gedwar

I hope you're well and safe!

When the Document has been generated and added to the row, you could have a workflow triggering to send it.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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

Ramiel Merete

@Andrée Starå

Please help. I couldn't figure out how to create that trigger that will send the generated file. Thanks

Hawk328

update please!!!!!!!!!!!

Volodymyr L

Hi @Ramiel Merete and @Hawk328

Did you try Zapier? You can send PDF after some triggered action in this cool programm