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.
Comments
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@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.
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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! 🚀
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Bernd Auer said:
@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
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Inês Batata said:
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
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