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Submitted

Add attachments to emails

genietim
Lucas Democh
Juliana Spinardi
Ezequiel Souza
paulonavarro
+7
  • genietim
    genietim
  • Lucas Democh
    Lucas Democh
  • Juliana Spinardi
    Juliana Spinardi
  • Ezequiel Souza
    Ezequiel Souza
  • paulonavarro
    paulonavarro
  • Sarah Lane
    Sarah Lane
  • rafael.jefte
    rafael.jefte
  • yasmin.valim
    yasmin.valim
  • tsartori
    tsartori
  • ana-salvadori
    ana-salvadori
  • andressa-santos3
    andressa-santos3
  • rosana-bloise
    rosana-bloise

Glmike
  • Regular Participant
  • 1 reply

Hi dev team! We use Pipefy to improve our sales and onboarding processes and would really like to be able to send standard attachments to the emails. For example, we send a case study and a standard brochure when we drag a card to the next stage. This attachment is the same all the time and the current functionality with the Download URLs is not really working for us, as it would look weird in emails as well as the fact that we would have to upload the files in every start form and eventually use up tons of space.

7 replies

tsartori
Forum|alt.badge.img+4
  • Superuser
  • 157 replies
  • August 23, 2021

Yep, thats true, never think about it.

Upvoted


Sarah Lane
Forum|alt.badge.img+6
  • Inspiring
  • 126 replies
  • August 24, 2021

Great idea! Especially for onboarding. Could make it a default to send a welcome package to all new hires when their card gets to a certain phase.


Jefferson Dourado
Forum|alt.badge.img+2

Hello @Glmike, hope you are doing good!

 

Look at the link below, it maybe can help you!

 

How to manage files in Pipefy using Databases | Pipefy Community


Sarah Lane
Forum|alt.badge.img+6
  • Inspiring
  • 126 replies
  • August 24, 2021

Thanks for pointing us towards that @Jefferson Dourado ! Looks like it might be just what we’re looking for.


  • 0 replies
  • September 15, 2021

Hey @Glmike, thanks for your feedback. It's a nice one and we might indeed plan some improvements to our attachment, specially how they are sent on emails, in the future on Pipefy.

I'm submitting this to our product team. And hey, @Diogo Matheus, this discussion may be interesting for you.


  • 0 replies
  • September 15, 2021
Updated idea statusNewSubmitted

jean134
  • Regular Participant
  • 1 reply
  • March 4, 2022

Hi Gentlemen,

 

Is that option of sending attachments in Automated Email already available? 


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