Replies posted by aaron-smith

2 Replies

Nithael Sampaio
Nithael SampaioParticipating Frequently

Automatically generate PDF and attach to email templateSubmitted

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.  

12
marcosmelo
1 year ago
A
aaron-smithRegular Participant
asked in Ask the Community

How to move a card to a new pipe?

Thanks for the response and confirming my assumption!

3
Lais Laudari
Community Manager
1 year ago

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