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Submitted

Automatically generate PDF and attach to email template

Lucas Democh
Ezequiel Souza
marcosmelo
luiz.mendes
  • Lucas Democh
    Lucas Democh
  • Ezequiel Souza
    Ezequiel Souza
  • marcosmelo
    marcosmelo
  • luiz.mendes
    luiz.mendes

Nithael Sampaio

We were trying to generate pdfs and email it to customers.

Having to download and re-attach the generated pdf template on an attachment field kills out the whole automation process we were expecting to accomplish.

So allowing to autofill an attachment field with a predefined pdf template would be enough to use it dinamically on an email template.

14 replies

Raphael Costa
Pipefy Staff
Forum|alt.badge.img+2
  • Product Manager
  • 77 replies
  • August 11, 2020

@Nithael Sampaio Thx for the feedback! Are you sending a high volume of PDF templates via email today? What is the major impact in your operation having to do this manually? 


dgodfrey
Forum|alt.badge.img+1
  • New Member
  • 27 replies
  • February 4, 2021

@Nithael Sampaio I requested the same thing. Let me explain my situation:

How the process worked before Pipefy: Project Manager fills out “Labor Request” form (PDF), saves it, emails it to shop superintendent, Shop superintendent prints form and hand delivers it to person who is chosen to fulfill the labor request.

The benefits of bringing this process into Pipefy: PM sometimes has to send dozens of forms for one project, however instead of having to manually fill out each form as before, Pipefy allows the information to be captured naturally as the project progresses and all of the data captured is automatically inserted into forms using the email templates.

PMs no longer have to save and organize all of their project forms. Forms are all maintained within Pipe. (I am interested in being able to back up pipefy data locally)

Downsides: 

  1. Submitted emails are lacking from a visual standpoint. Just looks like a table/spreadsheet.
  2. Email platforms like Outlook print all emails “memo” style with sender and recipient info at top which cause one page forms to print on 2 pages.
  3. Emails are pipefy branded

Sarah Lane
Forum|alt.badge.img+6
  • Inspiring
  • 126 replies
  • June 15, 2021

Any update on this idea? I’d love to see this become a reality. We’re working on implementing a new process in Pipefy and being able to automate the creation of PDFs so that they can be automatically generated and included in an email template or other automation would be very useful and save us lots of time!


gilberto-moraes

Any news regarding this idea?

I´m in the same situation as the colleague above.


jlambert91
  • Regular Participant
  • 2 replies
  • February 15, 2022

Agreed, this is the core of automation. When the PDF is created by an automation processes should also have access to all of the integrated apps for that specific pipe. I’m sure others can benefit from not only sending it through email but attaching it to a slack message or any other number of things.


  • Regular Participant
  • 2 replies
  • May 13, 2022

This would be extremely helpful.  I’m interested in this capability in terms of automatically emailing a vendor an attached PDF purchase order.  

I think I currently have a small workaround by generating a PDF in a phase, downloading the PDF, attaching the PDF in the same phase, and then have an automation email the attachment in the body of the email.  However, the attachment in the email is a long and clunky URL.  


  • Regular Participant
  • 1 reply
  • July 31, 2022

If you spend a lot of time checking text work, then I can advise you on the tool that I use in such situations. The tool will help you to find various grammatical errors, errors related to punctuation marks, incorrect use of words and structures. With the help of special algorithms, it will quickly detect them and you can correct them!
https://www.commasplicechecker.com/run-on-checker/


  • Regular Participant
  • 1 reply
  • August 4, 2022

Hi all! Anyone who has ever tried to independently check their text for grammatical errors knows what a difficult and time-consuming process it is. In order not to waste time on this anymore and to be sure of the correctness of your lines - entrust this task to our online tool. Our tool will do a full check of your text for all kinds of grammatical errors in a matter of seconds.
https://www.sentencefixer.com/english-sentence-corrector/


brennovn
  • New Member
  • 20 replies
  • December 31, 2022

Two and a half years from the request. Do you have a ny update on this issue?


matt-switzer
Forum|alt.badge.img
  • Regular Participant
  • 1 reply
  • February 10, 2023

Also interested in this. Should be a relatively easy add. All the heavy lifting is already done with the general PDF and Email template functionality. 


admin-superassistant
Forum|alt.badge.img

you can easily do this in https://boloforms.com approvals


marcosmelo
Forum|alt.badge.img+18
  • Pipefy Legend
  • 1465 replies
  • March 8, 2023

This feature would be perfect!


automation-devsu

Is this idea going to be developed? In the company where I work, we would be very interested in having the PDF available on each card without having to generate it every time


Lucas Democh
Forum|alt.badge.img+15
  • Pipefy Legend
  • 396 replies
  • September 13, 2024

 

This feature would be really useful.

While it is not ready, it is possible to solve this problem with an integration with Gmail, Outlook or another email tool.

In the example below, I take all the attachments from the card and send an email to the card recipient.

All emails sent through this integration are also copied to the card's email, allowing for follow-up within the card.

 

 


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