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Help: Looking to use zapier to automatically send an e-mail to new clients with a dedicated attachment

  • February 28, 2019
  • 1 reply
  • 10 views
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I’m trying to create a zap so when I input a new client, an e-mail automatically generates to that client and also sends an attachment. Where I am struggling is having the zapier find the dedicated attachment to send.

I have created a new table where the attachment lives, but I can’t figure out how to have Zapier find that specific attachment…

Any thoughts would be greatly appreciated!

1 reply

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  • openside
  • Inspiring
  • February 28, 2019

Do you have the attachment field available on the table the generates the trigger?

If not, you should include it via a lookup or rollup field.

Or, you would need to perform a search/lookup in zapier to query for the attachment.

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