I open this idea as I cannot find one that requests exactly this. I though I had opened one years ago, as this is something I struggle with quite some time (as can also be seen in my attempts to replicate this functionality by using the GraphQL API: https://community.pipefy.com/ask-a-question-78/how-do-i-use-an-api-uploaded-file-as-an-e-mail-attachment-using-the-api-983), but I could not find it. It might have been in the legacy Pipefy roadmap, https://roadmap.pipefy.com/.
There are some ideas and topics that request something similar:
- https://community.pipefy.com/ask-the-community-43/add-an-attachment-from-card-to-email-template-125 asks pretty much exactly this, but it is not made an idea. The corresponding answer does not really solve the problem, but is just a workaround. Why these are not sufficient is explained below.
- https://community.pipefy.com/ideas/ability-to-email-form-as-an-attached-pdf-781 asks similarly for this in an idea, but asks only for a PDF generated from the card, not the card’s PDFs or attachments.
- https://community.pipefy.com/ideas/add-attachments-to-emails-1205 asks similarly, but only for a static PDF that is independent of the card’s fields
Reasons why the workarounds are not sufficient:
- Certain documents don’t work in “just E-Mail” format, they have to be attachments/external documents: invoices for example, or any signed document really.
- Linking to the attachments only works if there is just one document per field. As there are no conditionals possible (see idea here: https://community.pipefy.com/ideas/conditions-in-e-mail-templates-700), nor are loops (see idea here: https://community.pipefy.com/ideas/enable-loops-in-e-mail-templates-1214), having an undefined number of attachments is just not compatible with linking them.
- Having linked documents implies extra clicks for users, in both directions. Using links might therewith be considered frivolous
- The links (if I cannot loop) that require copy-pasting as not clickable additionally look ugly and long — again, that looks untrustworthy if I send such an E-Mail to a client