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

#1

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!

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#2

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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