Appreciate any ideas or insight here.
I am sending out cost estimates (uploaded pdf document) by email and I have a trigger working except that many of our clients are restricted when it comes to clicking on links in an email and then downloading the pdf from a browser. They are requesting to receive the pdf as an email attachment.
Is there any way to achive this via a Knack trigger - that is to actually attach a file to an outgoing email?
I have tried looking at the New Form Submision trigger in Zapier and sending via outlook - this works fine except that if i want to include linked and formula fields I cannot as none of these fields are allowed on a Knack “Edit” form. The email available to send then is too “basic”.
I also looked at sending all the “required” fields to a connected table and using the new record trigger to send a mail via zapier and outlook, but the issue here is that i cannot get the pdf file added to the new record and so my mail lacks the attachment again.
Appreciate any solutions?