I am trying to devise a way to send an email with a recap of our sold inventory from the past week using Zapier. The Zap will be triggered upon a new record in a view. (Our sales manager will Audit the list from the past week, then use a checkbox to say it’s ready to go).
Obviously, the number of units sold will change week to week, so I can’t use a static HTML table in my email.
Ultimately, I’d love to end up with the same design I have in Page Designer - see below screenshot. (side note: I will be ecstatic on the day that Page Designer/other blocks integrate with Zapier - it would solve SO MANY of my problems if I could attach a page from Page Designer as a PDF to an email or to a record).
Any ideas as to what sort of action steps I need to use before I build my email template?
Thanks so much!