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


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!



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.