Hi there,
Using the Add Attachment in Zoho CRM function with gravity form submission. The attachments are PDF files and are going into Zoho as a text file.
This is a screen shot of the Zap with attachments to go into CRM:
This is a screen shot of how the attachment is loaded into Zoho CRM:
The attachment loads as a text file.
I see another thread suggesting the attachments need to go into google sheets first? There are no instructions on how to do this and what the process is.
Thank you
Kate
Hi
Good question.
The Attachment File field only accepts 1 file object/url.
Neither of the mapped variable values are valid file objects or file urls.
Help article about sending files in Zaps: https://zapier.com/help/create/basics/send-files-in-zaps
If there are 1+ files to handle, then you can use the Looping app: https://zapier.com/apps/looping/help
Thank you Troy,
I have read the articles referenced. I’ve amended the Attachment File field to 1 file. The single file will transfer but only as a text file. As per the article I have confirmed the link is public. You mention above the file in my example is not a valid file objects or file URL. Is there another field type I could use to transfer these attachments from Gravity Forms to Zoho CRM?
Can you post screenshots with how the data is returned for these fields from Gravity Forms in the Zap trigger step?
e.g. you would need to isolate the URLs without the opening/closing brackets ] and without the surrounding double quotes.
Thank you for the prompt response!
My understanding is I will need to format the link before the attachment step?
Yes, and the logic may need to be more robust if there can be multiple files uploaded for that field.
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