Automations attachment trigger

It would be nice to trigger an email automation with attachments. So for example when I upload an invoice an automatic Email is send. Or I upload an attachment and I trigger the automation with an activity and the email template adds the attachment automatically. 

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  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 370
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited February 24 #2

    @Felix Graebert  - Are you the brother of Robert? If yes, I'll put this on our list, give you access to it and send you an email with some proposals for an appointment :-) I can show you how other users are working  with this need.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #3

    Hi @Felix Graebert , thank you for your suggestion, we've made sure to forward it internally for consideration.

    The idea you mentioned of marking an activity as done when you attach a certain type of document and using that as a trigger for an automation that sends an email using a template with its own file attached is a very good one! 🚀

  • Felix Graebert
    Felix Graebert Posts: 2
    edited May 2020 #4

    @Felix Graebert  - Are you the brother of Robert? If yes, I'll put this on our list, give you access to it and send you an email with some proposals for an appointment :-) I can show you how other users are working  with this need.

    Hi Bernd, yes I am Roberts brother. Thanks

     

  • Viktoria Barcsi
    Viktoria Barcsi Posts: 1
    edited April 2021 #5

    Hi @Felix Graebert , thank you for your suggestion, we've made sure to forward it internally for consideration.

    The idea you mentioned of marking an activity as done when you attach a certain type of document and using that as a trigger for an automation that sends an email using a template with its own file attached is a very good one! 🚀

    Hi Ines, is this feature already available? Thanks