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‎Feb 28, 2019 07:57 AM
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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‎Feb 28, 2019 08:47 AM
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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