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Email Smartsheet attachments

  • September 9, 2021
  • 3 replies
  • 572 views

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Does anyone know how to automate generating and sending an email when an attachment is added to a Smartsheet row? I’d like to be able to attach a monthly report to a line that’s task name contains a “Monthly Report” and have an email go out with a copy of the file (PDF). 

Best answer by SamBBest answer by SamB

Thanks so much for your patience on this, I’m pleased to share that the bug report has been closed! 🎉

In case you missed the email notification that was sent, we’ve added the attachment file to the New Attachment trigger and also added the Find Attachment search action to the latest version of the SmartSheet app

If you run into any issues with it, feel free to start a new topic or reach out to our Support team directly for assistance.

In the meantime, happy Zapping! 😁⚡

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3 replies

Troy Tessalone
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  • Zapier Expert
  • 31608 replies
  • September 9, 2021

Hi @chanse 

Try using this Zap trigger: Smartsheets New Attachment

 

Check out this help article about using files in Zaps: https://zapier.com/help/create/basics/send-files-in-zaps


SamB
Community Manager
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  • Community Manager
  • 7937 replies
  • November 9, 2021

Just wanted to follow up here as @chanse also reached out to our Support Team about this and were added to a bug report relating to this. It appears that the New Attachment trigger doesn’t supply a file object or a publicly accessible link to the attachment so it’s not currently possible to add a copy of the Smartsheet file to email. 

We don’t have an ETA on when this will be resolved but we will be sure to send an email notification as soon as it is! :)


SamB
Community Manager
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  • Community Manager
  • 7937 replies
  • Answer
  • April 15, 2025

Thanks so much for your patience on this, I’m pleased to share that the bug report has been closed! 🎉

In case you missed the email notification that was sent, we’ve added the attachment file to the New Attachment trigger and also added the Find Attachment search action to the latest version of the SmartSheet app

If you run into any issues with it, feel free to start a new topic or reach out to our Support team directly for assistance.

In the meantime, happy Zapping! 😁⚡