Attach docs to email

Hi Felipe!

With the new HTTP Automation you should be able to do that by making a few requests to Pipefy’s API

Requirements: Basic Pipefy API knowledge (https://developers.pipefy.com/docs)

HTTP Automation Knowledge (

https://help.pipefy.com/en/articles/8392669-how-to-create-integrations-with-http-requests)

Please note that this automation works for ONLY ONE FILE ATTACHED PER FIELD! If you want to attach multiple files into the email, it will be required to have multiple fields (one per file)

Without Further ado, here are the 3 automations you have to setup:

1. GET CARD’S INFORMATION
   Since you’ll be using an HTTP automtion, there are a few specific information regarding the card that should be retrieved from the API before creating the email:
   - The card’s email address
   - the attachment field URL path
   Those are values that you will not find on dynamic fields for automation
   The automation will look somewhat like that:

   

   

   For the “Request Body”, here’s the query you will be sending:
    

   {
   "query": "query Card {card(id: %ID%) {fields{array_value, name}, creatorEmail, emailMessagingAddress}}"
   }

   %ID% = Card ID
   Now the JSON Schema is a little bit more complex… You will need to make an example API call to have the exact response to be used as model.. It should look something like this, although unique to your pipe:

   {
       "data": {
           "card": {
               "fields": [
                   {
                       "array_value": null,
                       "name": "Título"
                   },
                   {
                       "array_value": [
                           "uploads/d197e5c1-2ad3-4e3d-9cdd-c694c724a0cd/Barbara_joyce_W9-Copia3.pdf"
                       ],
                       "name": "Anexo"
                   },
                   {
                       "array_value": null,
                       "name": "Subject"
                   }
               ],
               "emailMessagingAddress": "pipe304117419+zr8XbAs3@mail.pipefy.com"
           }
       }
   }

   With that, you will have the file URL, which will be in the “array_value” key
    

2. CREATE EMAIL
   The second automation is going to compose the email via API request. Its trigger is the API response from the first request.
   This is what the automation should look like:
    

   

   

   

   Now, this query has way more parameters than the first one (paste this one into pipefy automation):
    

   {"query": "mutation CreateInboxEmail {    createInboxEmail(        input: {            repo_id: 304117419,            card_id: %ID%,            from: \"%cards_email%\",            to: \"%to_email%\",            subject: \"%subject%\",            html: \"%your_message%",            emailAttachments: [                {                    fileUrl:\"%array_value[0]%\",                    fileName: \"Arquivo.pdf\"                }            ]        }    ) {        inbox_email {            id        }    }}"
   }

   It is a little bit complex, but here’s a cleaner version of this query:
    

   {
   "query": "mutation CreateInboxEmail {
       createInboxEmail(
           input: {
               repo_id: %pipe_id&!
               card_id: %card_id%!
               from: %"from_email"%!
               fromName: %"from_name"%
               to: %"to_email"%!
               cc: %["cc_email"]%
               bcc: %["bcc_email"]%
               subject: "subject"
               emailAttachments: [{
                                     fileUrl: "%fileURL%,
                                     fileName: "%fileName%"
   }]
               text: "email_body"
           }
       ) {
           clientMutationId
           inbox_email{
               id
           }
       }
   }"
   }

   This query creates the email and then leaves it waiting to be sent.
   For JSON Schema, you will add exactly this:
    

   {
       "data": {
           "createInboxEmail": {
               "inbox_email": {
                   "id": "485967390"
               }
           }
       }
   }

3. SEND THE EMAIL
   That’s the easy part, the automation looks like this:

   

   

   The query is:
    

   {
   "query": "mutation SendInboxEmail {sendInboxEmail(input: { id: %email_id%}) {success}}"
   }

   With that, you email is going to be sent, with attachments!
   Example: 
    

   

This is rather complex and was recently found. If you have any questions, please feel free to post them and I will try to aid you however I can 😀

Lucas Lee, Solutions Engineer