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Page Designer and Send Email via Automation

Topic Labels: Automations
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Abu_Dzarr
4 - Data Explorer
4 - Data Explorer
See Solution in Thread

‎Oct 03, 2021 03:02 PM

Is it possible to create custom letter with Page Designer and then trigger a send email via automation with an attachment that include the custom letter. Thanks

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1 Reply 1
kuovonne
18 - Pluto
18 - Pluto
See Solution in Thread

‎Oct 04, 2021 07:30 PM

Welcome to the Airtable community!

No, it is not possible to automatically send a letter created in Page Designer. The only way to get a document out of Page Designer is manually in the user interface.

However, it is possible to automatically create .pdf files using other 3rd party services, upload the pdf file to an attachment field, and then email the attachment. There are various 3rd party services such as

  • Zapier & Google Docs
  • On2Air
  • FormStack
  • Documint

Depending on your exact workflow and the complexity of your document, it also possible to use a combination of custom scripts and 3rd party service that have lower monthly fees.

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