automated sending of attachment

PeterLatcapital

Hello Community,

I have created PDF's from data gathered in a form. I want to send the PDFs back to the contact (a column in the sheet) but I don't want to send links to the sheet. Is there any way to do this in automation. I realize it can be done manually.

Thank you,

PeterL

Andrée Starå

Hi @PeterLatcapital

I hope you're well and safe!

Yes, you can send it through a Workflow when the attachment is added to the row, but you can't remove the sheet link.

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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Andrée Starå

Hi @PeterLatcapital

I hope you're well and safe!

Yes, you can send it through a Workflow when the attachment is added to the row, but you can't remove the sheet link.

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!

Marcus Day

Hi - I'm following this chain, as I am also interested. My question is about sending appointments based on a Form submission. Once someone has completed the Form, send a .ics file to the person who completed the Form. The answer above seems to indicate that the file would need to exist as an attachment in the same row which was just created. Is there a way to automate sending one document for each new row?

Marcus

PeterLatcapital

Thank you.

Andrée Starå

@PeterLatcapital

You're more than welcome!

Lori Hight

@Andrée Starå

Is there a way to send an attachment to someone in the Contact cell and not the link to the attachment? I don't want to share the sheet with the resources as it has confidential information.  When I do the workflow, it sends a link and the user gets an error that they don't have permission.

Andrée Starå

Hi @Lori Hight

I hope you're well and safe!

No, not the actual attachment. It will always be a link, but you don't have to share access to the sheet for them to access the attachment.

Would that work?

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 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!