Question

How can I attach the actual FreshBooks invoice PDF to a Gmail email?

  • 8 September 2022
  • 2 replies
  • 15 views

Hello community,

We’re trying out the Freshbooks and gmail automation, and I’d like to learn more about how can I send the actual invoice PDF using Gmail. For some reason, I can select to attach everything, except the actual pdf.

Thank you!


2 replies

Userlevel 7
Badge +14

Hi @KarlaRome 

Good question.

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

Can you posts detailed screenshots with how your Zap steps are configured in order for us to have more context?

Userlevel 7
Badge +9

Hey @KarlaRome! I wanted to pop in and see if you were able to get this setup?

As Troy mentioned knowing which triggers and actions you’re working with and screenshots of your setup (with any personal details obscured) would be helpful! 🙂

If you’re using the “Create Invoice PDF” action in Freshbooks you should be able to map the file in the subsequent Gmail step though!

Keep us posted! We’d love to know how this is working out for ya. 🤗

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