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Email Smartsheet attachments

  • 10 September 2021
  • 2 replies
  • 512 views

Userlevel 1

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). 

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Best answer by SamB 9 November 2021, 17:40

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Userlevel 7
Badge +14

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

Userlevel 7
Badge +11

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! :)