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Question

Attach Gravity Form submission as pdf attachment to Salesforce record

  • 26 May 2021
  • 1 reply
  • 203 views
A

I have a zap connecting gravity form and Salesforce, data integration is working perfectly fine.

I am looking for guidance on how to bring completed form as an attachment to a Salesforce record ? is that possible ?

Couldn’t find any knowledge articles around this topic, appreciate any of your inputs here.

 

Thank you

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

robschmidt
Userlevel 7
Badge +9

Hi @ajayanikar

Here’s the way you can achieve that:

 

  1. Turn on Jotform PDF submission notification: This will send you an email with jotform submission as a PDF file when someone makes a submission
  2. The instead of using Jotform as a trigger, use your email (Gmail) as a trigger and you can map the file for any salesforce record.

 

Outliant

https://www.outliant.com/automation                                                                                                automation@outliant.com

 

Outliant.com | Zapier Expert
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