Automation to Email Generated PDF to Specific User or Contact of a row

Bethany Garcia

Add automation to allow you to email the PDF that is generated through the document generator to a specific user or the contact of a row.

Andrée Starå

Hi @Bethany Garcia

I hope you're well and safe!

You can already do this with the Workflows, but it will be a link to the PDF.

Would that work?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Bethany Garcia

@Andrée Starå a link would work, but would that require them to have permissions to the sheet? I'm trying to avoid giving permissions to the sheet and just want the PDF to be sent to the individual without them having to go to/have access to the sheet.

Andrée Starå

@Bethany Garcia

Yes, it will work without them having access. It can be sent to anyone.

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Bethany Garcia

@Andrée Starå what workflow/automation would allow that link to be sent?

Hawk328

Any Update on this

Bethany Garcia

Not yet. @Andrée Starå would you be able to provide additional information about the workflow/automation that would allow the link of the generated PDF to be sent?

Hawk328

I am having he same issue. I would like the Generated PDF be sent to the email the user inserts into a form.

Cmuscat

I am having the same problem. I would like to JUST send the generated pdf to the email inserted into the form. Right now the users may or may not be submitting additional documents when submitting the form so trigger based on the addition of an attachment might trigger at the incorrect time.